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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 | $65,391 | $166,268-60.7% | $165,100-60.4% | $145,897-55.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.07% | 100.52%-83.5pp | 70.21%-53.1pp | 552.29%-535.2pp |
| Employer contribution / active EE | $4,794 | $5,284-9.3% | $4,348+10.3% | $4,663+2.8% |
| Participant deferral / active EE | $12,808 | $6,964+83.9% | $6,035+112.2% | $6,689+91.5% |
| Admin fee / account holder | $8,518 | $16,659-48.9% | $12,696-32.9% | $13,390-36.4% |