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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 | $49,293 | $81,632-39.6% | $70,455-30.0% | $158,931-69.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.67% | 208.48%-192.8pp | 109.06%-93.4pp | 302.86%-287.2pp |
| Employer contribution / active EE | $4,264 | $3,217+32.6% | $2,737+55.8% | $4,761-10.4% |
| Participant deferral / active EE | $5,021 | $4,554+10.2% | $3,709+35.4% | $5,982-16.1% |
| Admin fee / account holder | $19,712 | $6,193+218.3% | $3,845+412.6% | $11,247+75.3% |