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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 | $56,530 | $202,440-72.1% | $169,390-66.6% | $139,466-59.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.51% | 532.36%-514.9pp | 406.07%-388.6pp | 373.66%-356.2pp |
| Employer contribution / active EE | $3,428 | $4,693-27.0% | $4,013-14.6% | $4,754-27.9% |
| Participant deferral / active EE | $7,733 | $6,940+11.4% | $6,222+24.3% | $6,712+15.2% |
| Admin fee / account holder | $15,126 | $10,722+41.1% | $9,015+67.8% | $11,409+32.6% |