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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 | $49,807 | $196,972-74.7% | $182,262-72.7% | $198,609-74.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.84% | 158.27%-141.4pp | 140.60%-123.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $6,299 | $5,364+17.4% | $5,046+24.8% | $5,055+24.6% |
| Participant deferral / active EE | $16,750 | $8,643+93.8% | $8,276+102.4% | $6,977+140.1% |
| Admin fee / account holder | $6,145 | $18,429-66.7% | $16,712-63.2% | $19,030-67.7% |