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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 | $153,688 | $166,242-7.6% | $165,071-6.9% | $145,884+5.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.61% | 100.44%-83.8pp | 70.17%-53.6pp | 551.85%-535.2pp |
| Employer contribution / active EE | $1,701 | $5,283-67.8% | $4,347-60.9% | $4,662-63.5% |
| Participant deferral / active EE | $5,720 | $6,964-17.9% | $6,035-5.2% | $6,690-14.5% |
| Admin fee / account holder | $1,805 | $16,658-89.2% | $12,695-85.8% | $13,392-86.5% |