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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 | $47,793 | $121,701-60.7% | $104,639-54.3% | $158,982-69.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.07% | 465.72%-452.6pp | 340.67%-327.6pp | 302.99%-289.9pp |
| Employer contribution / active EE | $2,811 | $3,165-11.2% | $2,682+4.8% | $4,763-41.0% |
| Participant deferral / active EE | $7,937 | $4,176+90.1% | $3,738+112.3% | $5,983+32.6% |
| Admin fee / account holder | $17,325 | $7,778+122.7% | $6,465+168.0% | $11,252+54.0% |