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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 | $76,756 | $166,131-53.8% | $164,975-53.5% | $145,877-47.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.12% | 100.37%-87.2pp | 70.12%-57.0pp | 551.28%-538.2pp |
| Employer contribution / active EE | $3,537 | $5,276-33.0% | $4,343-18.6% | $4,663-24.1% |
| Participant deferral / active EE | $3,931 | $6,962-43.5% | $6,033-34.8% | $6,691-41.2% |
| Admin fee / account holder | $1,298 | $16,648-92.2% | $12,688-89.8% | $13,402-90.3% |