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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 | $59,304 | $166,131-64.3% | $164,975-64.1% | $145,877-59.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.83% | 100.37%-85.5pp | 70.12%-55.3pp | 551.28%-536.5pp |
| Employer contribution / active EE | $2,385 | $5,276-54.8% | $4,343-45.1% | $4,663-48.9% |
| Participant deferral / active EE | $2,385 | $6,962-65.7% | $6,033-60.5% | $6,691-64.4% |
| Admin fee / account holder | $3,794 | $16,648-77.2% | $12,688-70.1% | $13,402-71.7% |