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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 | $166,242-66.6% | $165,071-66.3% | $145,884-61.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.25% | 100.44%-90.2pp | 70.17%-59.9pp | 551.85%-541.6pp |
| Employer contribution / active EE | $4,100 | $5,283-22.4% | $4,347-5.7% | $4,662-12.1% |
| Participant deferral / active EE | $2,989 | $6,964-57.1% | $6,035-50.5% | $6,690-55.3% |
| Admin fee / account holder | $12,199 | $16,658-26.8% | $12,695-3.9% | $13,392-8.9% |