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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 | $55,556 | $166,268-66.6% | $165,100-66.4% | $145,897-61.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.25% | 100.52%-90.3pp | 70.21%-60.0pp | 552.29%-542.0pp |
| Employer contribution / active EE | $4,100 | $5,284-22.4% | $4,348-5.7% | $4,663-12.1% |
| Participant deferral / active EE | $2,989 | $6,964-57.1% | $6,035-50.5% | $6,689-55.3% |
| Admin fee / account holder | $12,199 | $16,659-26.8% | $12,696-3.9% | $13,390-8.9% |