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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 | $72,377 | $166,268-56.5% | $165,100-56.2% | $145,897-50.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.95% | 100.52%-89.6pp | 70.21%-59.3pp | 552.29%-541.3pp |
| Employer contribution / active EE | $5,492 | $5,284+3.9% | $4,348+26.3% | $4,663+17.8% |
| Participant deferral / active EE | $13,645 | $6,964+95.9% | $6,035+126.1% | $6,689+104.0% |
| Admin fee / account holder | $1,046 | $16,659-93.7% | $12,696-91.8% | $13,390-92.2% |