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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 | $88,624 | $166,242-46.7% | $165,071-46.3% | $145,884-39.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 34.19% | 100.44%-66.3pp | 70.17%-36.0pp | 551.85%-517.7pp |
| Employer contribution / active EE | $2,510 | $5,283-52.5% | $4,347-42.3% | $4,662-46.2% |
| Participant deferral / active EE | $12,979 | $6,964+86.4% | $6,035+115.1% | $6,690+94.0% |
| Admin fee / account holder | $403 | $16,658-97.6% | $12,695-96.8% | $13,392-97.0% |