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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 | $54,793 | $72,071-24.0% | $68,368-19.9% | $137,256-60.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.00% | 353.14%-334.1pp | 292.57%-273.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $3,238 | $2,788+16.1% | $2,649+22.2% | $4,156-22.1% |
| Participant deferral / active EE | $4,753 | $4,410+7.8% | $4,123+15.3% | $6,407-25.8% |
| Admin fee / account holder | $7,283 | $5,336+36.5% | $5,150+41.4% | $12,270-40.6% |