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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 | $81,107 | $166,020-51.1% | $164,866-50.8% | $145,959-44.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.84% | 100.08%-90.2pp | 69.97%-60.1pp | 561.95%-552.1pp |
| Employer contribution / active EE | $3,423 | $5,275-35.1% | $4,343-21.2% | $4,661-26.6% |
| Participant deferral / active EE | $7,071 | $6,961+1.6% | $6,033+17.2% | $6,689+5.7% |
| Admin fee / account holder | $1,008 | $16,644-93.9% | $12,689-92.1% | $13,398-92.5% |