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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 | $49,015 | $90,530-45.9% | $76,030-35.5% | $145,897-66.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.93% | 625.08%-616.1pp | 361.54%-352.6pp | 552.29%-543.4pp |
| Employer contribution / active EE | $3,115 | $3,319-6.2% | $2,688+15.9% | $4,663-33.2% |
| Participant deferral / active EE | $4,868 | $5,164-5.7% | $4,257+14.4% | $6,689-27.2% |
| Admin fee / account holder | $5,990 | $8,383-28.6% | $6,421-6.7% | $13,390-55.3% |