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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 | $208,088-53.5% | $186,193-48.1% | $154,746-37.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 10.49% | 89.97%-79.5pp | 78.03%-67.5pp | 172.34%-161.8pp |
| Employer contribution / active EE | $3,232 | $4,340-25.5% | $3,918-17.5% | $4,379-26.2% |
| Participant deferral / active EE | $6,781 | $7,078-4.2% | $6,513+4.1% | $6,730+0.8% |
| Admin fee / account holder | $60,209 | $11,698+414.7% | $11,058+444.5% | $14,365+319.1% |