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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 | $94,585 | $166,089-43.1% | $164,928-42.7% | $145,978-35.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.47% | 100.26%-85.8pp | 70.08%-55.6pp | 550.52%-536.0pp |
| Employer contribution / active EE | $3,791 | $5,276-28.2% | $4,343-12.7% | $4,662-18.7% |
| Participant deferral / active EE | $10,225 | $6,961+46.9% | $6,034+69.5% | $6,690+52.8% |
| Admin fee / account holder | $1,279 | $16,641-92.3% | $12,684-89.9% | $13,400-90.5% |