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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 | $79,060 | $208,088-62.0% | $186,193-57.5% | $154,746-48.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 16.81% | 89.97%-73.2pp | 78.03%-61.2pp | 172.34%-155.5pp |
| Employer contribution / active EE | $22,588 | $4,340+420.5% | $3,918+476.5% | $4,379+415.8% |
| Participant deferral / active EE | $9,107 | $7,078+28.7% | $6,513+39.8% | $6,730+35.3% |
| Admin fee / account holder | $1,064 | $11,698-90.9% | $11,058-90.4% | $14,365-92.6% |