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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 | $50,788 | $196,972-74.2% | $182,262-72.1% | $198,609-74.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.74% | 158.27%-142.5pp | 140.60%-124.9pp | 202.70%-187.0pp |
| Employer contribution / active EE | $4,531 | $5,364-15.5% | $5,046-10.2% | $5,055-10.4% |
| Participant deferral / active EE | $8,385 | $8,643-3.0% | $8,276+1.3% | $6,977+20.2% |
| Admin fee / account holder | $14,391 | $18,429-21.9% | $16,712-13.9% | $19,030-24.4% |