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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 | $96,720 | $289,211-66.6% | $260,467-62.9% | $198,609-51.3% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 10.49% | 112.90%-102.4pp | 100.60%-90.1pp | 202.70%-192.2pp |
| Employer contribution / active EE | $3,232 | $4,663-30.7% | $4,239-23.7% | $5,055-36.1% |
| Participant deferral / active EE | $6,781 | $6,812-0.5% | $6,319+7.3% | $6,977-2.8% |
| Admin fee / account holder | $60,209 | $16,236+270.8% | $15,461+289.4% | $19,030+216.4% |