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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,289 | $166,242-39.7% | $165,071-39.2% | $145,884-31.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.68% | 100.44%-84.8pp | 70.17%-54.5pp | 551.85%-536.2pp |
| Employer contribution / active EE | $2,761 | $5,283-47.7% | $4,347-36.5% | $4,662-40.8% |
| Participant deferral / active EE | $7,937 | $6,964+14.0% | $6,035+31.5% | $6,690+18.6% |
| Admin fee / account holder | $4,957 | $16,658-70.2% | $12,695-61.0% | $13,392-63.0% |