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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 | $30,004 | $166,242-82.0% | $165,071-81.8% | $145,884-79.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.51% | 100.44%-83.9pp | 70.17%-53.7pp | 551.85%-535.3pp |
| Employer contribution / active EE | $4,316 | $5,283-18.3% | $4,347-0.7% | $4,662-7.4% |
| Participant deferral / active EE | $11,062 | $6,964+58.8% | $6,035+83.3% | $6,690+65.4% |
| Admin fee / account holder | $6,497 | $16,658-61.0% | $12,695-48.8% | $13,392-51.5% |