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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 | $166,020-56.4% | $164,866-56.1% | $145,959-50.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.95% | 100.08%-89.1pp | 69.97%-59.0pp | 561.95%-551.0pp |
| Employer contribution / active EE | $5,492 | $5,275+4.1% | $4,343+26.5% | $4,661+17.8% |
| Participant deferral / active EE | $13,645 | $6,961+96.0% | $6,033+126.2% | $6,689+104.0% |
| Admin fee / account holder | $1,046 | $16,644-93.7% | $12,689-91.8% | $13,398-92.2% |