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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 | $55,306 | $166,131-66.7% | $164,975-66.5% | $145,877-62.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.51% | 100.37%-88.9pp | 70.12%-58.6pp | 551.28%-539.8pp |
| Employer contribution / active EE | $2,347 | $5,276-55.5% | $4,343-45.9% | $4,663-49.7% |
| Participant deferral / active EE | $3,874 | $6,962-44.4% | $6,033-35.8% | $6,691-42.1% |
| Admin fee / account holder | $16,742 | $16,648+0.6% | $12,688+32.0% | $13,402+24.9% |