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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 | $53,199 | $185,905-71.4% | $170,057-68.7% | $139,487-61.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 44.20% | 60.56%-16.4pp | 53.42%-9.2pp | 373.84%-329.6pp |
| Employer contribution / active EE | $6,164 | $7,597-18.9% | $6,790-9.2% | $4,755+29.6% |
| Participant deferral / active EE | $13,201 | $11,627+13.5% | $10,411+26.8% | $6,713+96.7% |
| Admin fee / account holder | $3,420 | $15,397-77.8% | $12,826-73.3% | $11,407-70.0% |