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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 | $165,584-69.7% | $142,942-65.0% | $137,256-63.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 24.03% | 164.22%-140.2pp | 113.70%-89.7pp | 220.34%-196.3pp |
| Employer contribution / active EE | $3,729 | $4,725-21.1% | $4,139-9.9% | $4,156-10.3% |
| Participant deferral / active EE | $8,943 | $8,194+9.1% | $7,128+25.5% | $6,407+39.6% |
| Admin fee / account holder | $10,758 | $16,167-33.5% | $12,475-13.8% | $12,270-12.3% |