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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 | $171,930-70.9% | $151,266-66.9% | $154,746-67.6% |
| Participation rate | 100.0% | 80.5%+19.5pp | 77.0%+23.0pp | 80.7%+19.3pp |
| Annual return | 24.03% | 242.03%-218.0pp | 180.60%-156.6pp | 172.34%-148.3pp |
| Employer contribution / active EE | $3,729 | $4,710-20.8% | $4,237-12.0% | $4,379-14.8% |
| Participant deferral / active EE | $8,943 | $8,191+9.2% | $7,337+21.9% | $6,730+32.9% |
| Admin fee / account holder | $10,758 | $15,803-31.9% | $13,159-18.3% | $14,365-25.1% |