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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 | $69,066 | $102,638-32.7% | $81,991-15.8% | $158,966-56.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 10.16% | 61.05%-50.9pp | 41.31%-31.2pp | 302.95%-292.8pp |
| Employer contribution / active EE | $8,388 | $3,241+158.8% | $2,498+235.7% | $4,762+76.1% |
| Participant deferral / active EE | $7,243 | $4,649+55.8% | $3,722+94.6% | $5,983+21.1% |
| Admin fee / account holder | $2,801 | $8,237-66.0% | $5,665-50.5% | $11,250-75.1% |