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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 | $103,341 | $227,399-54.6% | $189,758-45.5% | $198,609-48.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.33% | 61.03%-51.7pp | 52.62%-43.3pp | 202.70%-193.4pp |
| Employer contribution / active EE | $2,380 | $5,526-56.9% | $4,767-50.1% | $5,055-52.9% |
| Participant deferral / active EE | $6,786 | $6,837-0.7% | $5,856+15.9% | $6,977-2.7% |
| Admin fee / account holder | $330,223 | $25,162+1212.4% | $20,388+1519.7% | $19,030+1635.2% |