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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 | $50,497 | $202,463-75.1% | $169,397-70.2% | $139,487-63.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 15.11% | 532.64%-517.5pp | 406.23%-391.1pp | 373.84%-358.7pp |
| Employer contribution / active EE | $5,542 | $4,694+18.1% | $4,013+38.1% | $4,755+16.6% |
| Participant deferral / active EE | $9,931 | $6,941+43.1% | $6,223+59.6% | $6,713+48.0% |
| Admin fee / account holder | $735 | $10,726-93.1% | $9,017-91.8% | $11,407-93.6% |