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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 | $37,436 | $183,516-79.6% | $155,534-75.9% | $145,884-74.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.17% | 61.43%-51.3pp | 64.92%-54.7pp | 551.85%-541.7pp |
| Employer contribution / active EE | $3,200 | $5,315-39.8% | $4,675-31.6% | $4,662-31.4% |
| Participant deferral / active EE | $7,690 | $6,467+18.9% | $5,630+36.6% | $6,690+14.9% |
| Admin fee / account holder | $46,997 | $19,293+143.6% | $15,900+195.6% | $13,392+250.9% |