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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 | $46,952 | $81,696-42.5% | $70,494-33.4% | $158,982-70.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.68% | 208.70%-193.0pp | 109.16%-93.5pp | 302.99%-287.3pp |
| Employer contribution / active EE | $5,135 | $3,220+59.5% | $2,738+87.5% | $4,763+7.8% |
| Participant deferral / active EE | $4,635 | $4,558+1.7% | $3,711+24.9% | $5,983-22.5% |
| Admin fee / account holder | $6,590 | $6,200+6.3% | $3,848+71.3% | $11,252-41.4% |