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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% | $155,567-67.3% | $145,959-65.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.69% | 61.24%-49.5pp | 64.74%-53.0pp | 561.95%-550.3pp |
| Employer contribution / active EE | $2,483 | $5,315-53.3% | $4,674-46.9% | $4,661-46.7% |
| Participant deferral / active EE | $10,033 | $6,464+55.2% | $5,628+78.3% | $6,689+50.0% |
| Admin fee / account holder | $7,368 | $19,318-61.9% | $15,916-53.7% | $13,398-45.0% |