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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 | $40,780 | $166,131-75.5% | $164,975-75.3% | $145,877-72.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.15% | 100.37%-87.2pp | 70.12%-57.0pp | 551.28%-538.1pp |
| Employer contribution / active EE | $5,550 | $5,276+5.2% | $4,343+27.8% | $4,663+19.0% |
| Participant deferral / active EE | $8,028 | $6,962+15.3% | $6,033+33.1% | $6,691+20.0% |
| Admin fee / account holder | $2,933 | $16,648-82.4% | $12,688-76.9% | $13,402-78.1% |