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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 | $50,857 | $122,962-58.6% | $71,585-29.0% | $138,895-63.4% |
| Participation rate | 100.0% | 68.9%+31.1pp | 68.2%+31.8pp | 79.9%+20.1pp |
| Annual return | 45.71% | 37.84%+7.9pp | 59.26%-13.5pp | 145.39%-99.7pp |
| Employer contribution / active EE | $4,930 | $2,620+88.2% | $1,669+195.4% | $4,194+17.5% |
| Participant deferral / active EE | $9,723 | $4,311+125.5% | $2,923+232.6% | $6,396+52.0% |
| Admin fee / account holder | $4,360 | $6,488-32.8% | $4,712-7.5% | $12,562-65.3% |