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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 | $34,766 | $166,242-79.1% | $165,071-78.9% | $145,884-76.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.75% | 100.44%-86.7pp | 70.17%-56.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $3,595 | $5,283-32.0% | $4,347-17.3% | $4,662-22.9% |
| Participant deferral / active EE | $7,150 | $6,964+2.7% | $6,035+18.5% | $6,690+6.9% |
| Admin fee / account holder | $1,690 | $16,658-89.9% | $12,695-86.7% | $13,392-87.4% |