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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 | $97,809 | $197,637-50.5% | $177,848-45.0% | $158,982-38.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 52.70% | 58.77%-6.1pp | 48.33%+4.4pp | 302.99%-250.3pp |
| Employer contribution / active EE | $4,925 | $6,698-26.5% | $5,919-16.8% | $4,763+3.4% |
| Participant deferral / active EE | $4,118 | $8,405-51.0% | $7,714-46.6% | $5,983-31.2% |
| Admin fee / account holder | $1,809 | $15,406-88.3% | $12,431-85.5% | $11,252-83.9% |