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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 | $72,979 | $166,268-56.1% | $165,100-55.8% | $145,897-50.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.34% | 100.52%-87.2pp | 70.21%-56.9pp | 552.29%-538.9pp |
| Employer contribution / active EE | $3,182 | $5,284-39.8% | $4,348-26.8% | $4,663-31.8% |
| Participant deferral / active EE | $7,692 | $6,964+10.4% | $6,035+27.4% | $6,689+15.0% |
| Admin fee / account holder | $32,366 | $16,659+94.3% | $12,696+154.9% | $13,390+141.7% |