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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 | $27,157 | $166,131-83.7% | $164,975-83.5% | $145,877-81.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.20% | 100.37%-84.2pp | 70.12%-53.9pp | 551.28%-535.1pp |
| Employer contribution / active EE | $3,224 | $5,276-38.9% | $4,343-25.8% | $4,663-30.9% |
| Participant deferral / active EE | $4,580 | $6,962-34.2% | $6,033-24.1% | $6,691-31.6% |
| Admin fee / account holder | $2,974 | $16,648-82.1% | $12,688-76.6% | $13,402-77.8% |