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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 | $50,870 | $183,592-72.3% | $155,574-67.3% | $145,877-65.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.69% | 61.37%-49.7pp | 64.87%-53.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $2,483 | $5,317-53.3% | $4,676-46.9% | $4,663-46.7% |
| Participant deferral / active EE | $10,033 | $6,466+55.2% | $5,629+78.2% | $6,691+50.0% |
| Admin fee / account holder | $7,368 | $19,316-61.9% | $15,914-53.7% | $13,402-45.0% |