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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 | $54,719 | $72,071-24.1% | $68,368-20.0% | $137,256-60.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.55% | 353.14%-338.6pp | 292.57%-278.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,340 | $2,788+19.8% | $2,649+26.1% | $4,156-19.6% |
| Participant deferral / active EE | $10,562 | $4,410+139.5% | $4,123+156.2% | $6,407+64.9% |
| Admin fee / account holder | $4,075 | $5,336-23.6% | $5,150-20.9% | $12,270-66.8% |