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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 | $50,346 | $172,111-70.7% | $150,298-66.5% | $137,256-63.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.65% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $9,494 | $4,636+104.8% | $4,154+128.5% | $4,156+128.4% |
| Participant deferral / active EE | $16,269 | $6,166+163.9% | $5,453+198.4% | $6,407+153.9% |
| Admin fee / account holder | $32,483 | $16,471+97.2% | $14,116+130.1% | $12,270+164.7% |