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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 | $50,711 | $197,637-74.3% | $177,848-71.5% | $158,982-68.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.52% | 58.77%-50.3pp | 48.33%-39.8pp | 302.99%-294.5pp |
| Employer contribution / active EE | $5,967 | $6,698-10.9% | $5,919+0.8% | $4,763+25.3% |
| Participant deferral / active EE | $7,917 | $8,405-5.8% | $7,714+2.6% | $5,983+32.3% |
| Admin fee / account holder | $936 | $15,406-93.9% | $12,431-92.5% | $11,252-91.7% |