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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 | $49,072 | $198,457-75.3% | $170,435-71.2% | $147,586-66.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.19% | 257.30%-241.1pp | 205.94%-189.8pp | 578.59%-562.4pp |
| Employer contribution / active EE | $2,037 | $6,183-67.1% | $5,432-62.5% | $4,876-58.2% |
| Participant deferral / active EE | $9,600 | $5,629+70.5% | $4,939+94.4% | $5,439+76.5% |
| Admin fee / account holder | $2,162 | $16,852-87.2% | $13,881-84.4% | $10,886-80.1% |