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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 | $49,573 | $183,592-73.0% | $155,574-68.1% | $145,877-66.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.71% | 61.37%-48.7pp | 64.87%-52.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $7,338 | $5,317+38.0% | $4,676+56.9% | $4,663+57.4% |
| Participant deferral / active EE | $3,860 | $6,466-40.3% | $5,629-31.4% | $6,691-42.3% |
| Admin fee / account holder | $19,420 | $19,316+0.5% | $15,914+22.0% | $13,402+44.9% |