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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 | $50,090 | $182,823-72.6% | $161,596-69.0% | $198,609-74.8% |
| Participation rate | 100.0% | 81.5%+18.5pp | 80.7%+19.3pp | 82.4%+17.6pp |
| Annual return | 24.03% | 484.64%-460.6pp | 389.92%-365.9pp | 202.70%-178.7pp |
| Employer contribution / active EE | $3,729 | $4,109-9.2% | $3,977-6.2% | $5,055-26.2% |
| Participant deferral / active EE | $8,943 | $7,056+26.7% | $6,750+32.5% | $6,977+28.2% |
| Admin fee / account holder | $10,758 | $15,687-31.4% | $13,161-18.3% | $19,030-43.5% |