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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 | $71,979 | $166,268-56.7% | $165,100-56.4% | $145,897-50.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.45% | 100.52%-80.1pp | 70.21%-49.8pp | 552.29%-531.8pp |
| Employer contribution / active EE | $3,416 | $5,284-35.3% | $4,348-21.4% | $4,663-26.7% |
| Participant deferral / active EE | $2,630 | $6,964-62.2% | $6,035-56.4% | $6,689-60.7% |
| Admin fee / account holder | $12,595 | $16,659-24.4% | $12,696-0.8% | $13,390-5.9% |