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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 | $51,346 | $166,242-69.1% | $165,071-68.9% | $145,884-64.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.82% | 100.44%-81.6pp | 70.17%-51.3pp | 551.85%-533.0pp |
| Employer contribution / active EE | $5,625 | $5,283+6.5% | $4,347+29.4% | $4,662+20.7% |
| Participant deferral / active EE | $21,975 | $6,964+215.5% | $6,035+264.1% | $6,690+228.5% |
| Admin fee / account holder | $18,298 | $16,658+9.8% | $12,695+44.1% | $13,392+36.6% |