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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 | $100,083 | $166,268-39.8% | $165,100-39.4% | $145,897-31.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.85% | 100.52%-81.7pp | 70.21%-51.4pp | 552.29%-533.4pp |
| Employer contribution / active EE | $2,019 | $5,284-61.8% | $4,348-53.6% | $4,663-56.7% |
| Participant deferral / active EE | $10,224 | $6,964+46.8% | $6,035+69.4% | $6,689+52.8% |
| Admin fee / account holder | $10,203 | $16,659-38.8% | $12,696-19.6% | $13,390-23.8% |