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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 | $50,925 | $132,634-61.6% | $115,768-56.0% | $137,256-62.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.77% | 160.70%-145.9pp | 100.46%-85.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $8,921 | $3,360+165.5% | $2,940+203.4% | $4,156+114.6% |
| Participant deferral / active EE | $4,668 | $5,619-16.9% | $4,917-5.1% | $6,407-27.1% |
| Admin fee / account holder | $2,255 | $15,028-85.0% | $12,439-81.9% | $12,270-81.6% |