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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 | $51,368 | $108,922-52.8% | $100,398-48.8% | $145,978-64.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.37% | 58.04%-44.7pp | 49.32%-36.0pp | 550.52%-537.1pp |
| Employer contribution / active EE | $6,080 | $4,426+37.4% | $3,946+54.1% | $4,662+30.4% |
| Participant deferral / active EE | $15,519 | $8,450+83.7% | $8,084+92.0% | $6,690+132.0% |
| Admin fee / account holder | $14,864 | $9,680+53.5% | $7,893+88.3% | $13,400+10.9% |