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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 | $49,414 | $196,972-74.9% | $182,262-72.9% | $198,609-75.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.11% | 158.27%-138.2pp | 140.60%-120.5pp | 202.70%-182.6pp |
| Employer contribution / active EE | $3,759 | $5,364-29.9% | $5,046-25.5% | $5,055-25.6% |
| Participant deferral / active EE | $10,162 | $8,643+17.6% | $8,276+22.8% | $6,977+45.7% |
| Admin fee / account holder | $12,704 | $18,429-31.1% | $16,712-24.0% | $19,030-33.2% |