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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 | $38,690 | $166,242-76.7% | $165,071-76.6% | $145,884-73.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 30.78% | 100.44%-69.7pp | 70.17%-39.4pp | 551.85%-521.1pp |
| Employer contribution / active EE | $5,191 | $5,283-1.7% | $4,347+19.4% | $4,662+11.3% |
| Participant deferral / active EE | $7,043 | $6,964+1.1% | $6,035+16.7% | $6,690+5.3% |
| Admin fee / account holder | $467 | $16,658-97.2% | $12,695-96.3% | $13,392-96.5% |