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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 | $50,058 | $105,210-52.4% | $159,487-68.6% | $85,851-41.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 23.16% | 45.08%-21.9pp | 263.71%-240.5pp | 318.63%-295.5pp |
| Employer contribution / active EE | $4,756 | $3,319+43.3% | $4,831-1.6% | $2,565+85.4% |
| Participant deferral / active EE | $11,098 | $5,946+86.6% | $7,354+50.9% | $3,952+180.8% |
| Admin fee / account holder | $5,672 | $6,934-18.2% | $10,804-47.5% | $6,261-9.4% |