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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 | $49,871 | $196,972-74.7% | $182,262-72.6% | $198,609-74.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.50% | 158.27%-139.8pp | 140.60%-122.1pp | 202.70%-184.2pp |
| Employer contribution / active EE | $3,154 | $5,364-41.2% | $5,046-37.5% | $5,055-37.6% |
| Participant deferral / active EE | $7,463 | $8,643-13.6% | $8,276-9.8% | $6,977+7.0% |
| Admin fee / account holder | $5,911 | $18,429-67.9% | $16,712-64.6% | $19,030-68.9% |