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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 | $50,717 | $121,701-58.3% | $104,639-51.5% | $158,982-68.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 15.42% | 465.72%-450.3pp | 340.67%-325.2pp | 302.99%-287.6pp |
| Employer contribution / active EE | $5,480 | $3,165+73.1% | $2,682+104.3% | $4,763+15.1% |
| Participant deferral / active EE | $6,895 | $4,176+65.1% | $3,738+84.4% | $5,983+15.2% |
| Admin fee / account holder | $14,291 | $7,778+83.7% | $6,465+121.0% | $11,252+27.0% |