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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 | $166,089-56.1% | $164,928-55.8% | $145,978-50.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.34% | 100.26%-86.9pp | 70.08%-56.7pp | 550.52%-537.2pp |
| Employer contribution / active EE | $3,182 | $5,276-39.7% | $4,343-26.7% | $4,662-31.7% |
| Participant deferral / active EE | $7,692 | $6,961+10.5% | $6,034+27.5% | $6,690+15.0% |
| Admin fee / account holder | $32,366 | $16,641+94.5% | $12,684+155.2% | $13,400+141.5% |