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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 | $48,679 | $172,758-71.8% | $149,600-67.5% | $138,895-65.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 79.9%+20.1pp |
| Annual return | 12.28% | 181.17%-168.9pp | 129.59%-117.3pp | 145.39%-133.1pp |
| Employer contribution / active EE | $2,571 | $4,778-46.2% | $4,193-38.7% | $4,194-38.7% |
| Participant deferral / active EE | $3,389 | $8,180-58.6% | $7,203-52.9% | $6,396-47.0% |
| Admin fee / account holder | $50,867 | $17,615+188.8% | $13,963+264.3% | $12,562+304.9% |