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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 | $49,014 | $209,422-76.6% | $178,503-72.5% | $158,982-69.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.40% | 188.81%-176.4pp | 151.12%-138.7pp | 302.99%-290.6pp |
| Employer contribution / active EE | $2,344 | $5,707-58.9% | $5,011-53.2% | $4,763-50.8% |
| Participant deferral / active EE | $3,443 | $5,955-42.2% | $5,202-33.8% | $5,983-42.5% |
| Admin fee / account holder | $3,714 | $17,079-78.3% | $13,987-73.4% | $11,252-67.0% |