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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 | $166,242-53.8% | $165,071-53.5% | $145,884-47.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.12% | 100.44%-87.3pp | 70.17%-57.1pp | 551.85%-538.7pp |
| Employer contribution / active EE | $3,537 | $5,283-33.0% | $4,347-18.6% | $4,662-24.1% |
| Participant deferral / active EE | $3,931 | $6,964-43.6% | $6,035-34.9% | $6,690-41.2% |
| Admin fee / account holder | $1,298 | $16,658-92.2% | $12,695-89.8% | $13,392-90.3% |