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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 | $90,691-46.0% | $76,119-35.6% | $145,884-66.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.93% | 624.52%-615.6pp | 361.25%-352.3pp | 551.85%-542.9pp |
| Employer contribution / active EE | $3,115 | $3,329-6.4% | $2,693+15.7% | $4,662-33.2% |
| Participant deferral / active EE | $4,868 | $5,167-5.8% | $4,259+14.3% | $6,690-27.2% |
| Admin fee / account holder | $5,990 | $8,383-28.5% | $6,421-6.7% | $13,392-55.3% |