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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 | $47,566 | $175,259-72.9% | $149,723-68.2% | $139,487-65.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.75% | 166.82%-152.1pp | 134.50%-119.7pp | 373.84%-359.1pp |
| Employer contribution / active EE | $5,035 | $5,478-8.1% | $4,821+4.4% | $4,755+5.9% |
| Participant deferral / active EE | $10,083 | $6,522+54.6% | $5,682+77.4% | $6,713+50.2% |
| Admin fee / account holder | $5,445 | $16,158-66.3% | $13,215-58.8% | $11,407-52.3% |