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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 | $43,726 | $166,242-73.7% | $165,071-73.5% | $145,884-70.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.52% | 100.44%-90.9pp | 70.17%-60.6pp | 551.85%-542.3pp |
| Employer contribution / active EE | $6,001 | $5,283+13.6% | $4,347+38.0% | $4,662+28.7% |
| Participant deferral / active EE | $5,331 | $6,964-23.5% | $6,035-11.7% | $6,690-20.3% |
| Admin fee / account holder | $6,041 | $16,658-63.7% | $12,695-52.4% | $13,392-54.9% |