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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 | $81,007 | $107,941-25.0% | $91,994-11.9% | $152,909-47.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 16.10% | 89.28%-73.2pp | 69.04%-52.9pp | 345.46%-329.4pp |
| Employer contribution / active EE | $3,250 | $4,212-22.8% | $3,453-5.9% | $4,764-31.8% |
| Participant deferral / active EE | $6,809 | $6,366+7.0% | $5,924+14.9% | $5,851+16.4% |
| Admin fee / account holder | $11,008 | $10,521+4.6% | $7,744+42.2% | $11,601-5.1% |