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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 | $51,426 | $162,136-68.3% | $152,301-66.2% | $154,746-66.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.18% | 91.02%-76.8pp | 80.50%-66.3pp | 172.34%-158.2pp |
| Employer contribution / active EE | $4,001 | $4,890-18.2% | $4,624-13.5% | $4,379-8.6% |
| Participant deferral / active EE | $9,437 | $8,341+13.1% | $8,004+17.9% | $6,730+40.2% |
| Admin fee / account holder | $56,765 | $15,759+260.2% | $14,398+294.3% | $14,365+295.2% |