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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 | $50,591 | $157,276-67.8% | $141,177-64.2% | $152,885-66.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.57% | 64.33%-40.8pp | 71.40%-47.8pp | 345.39%-321.8pp |
| Employer contribution / active EE | $7,510 | $5,262+42.7% | $4,736+58.6% | $4,763+57.7% |
| Participant deferral / active EE | $10,166 | $7,110+43.0% | $6,710+51.5% | $5,851+73.8% |
| Admin fee / account holder | $5,011 | $12,123-58.7% | $10,263-51.2% | $11,598-56.8% |