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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 | $47,636 | $198,457-76.0% | $170,435-72.1% | $147,586-67.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.67% | 257.30%-240.6pp | 205.94%-189.3pp | 578.59%-561.9pp |
| Employer contribution / active EE | $4,530 | $6,183-26.7% | $5,432-16.6% | $4,876-7.1% |
| Participant deferral / active EE | $8,195 | $5,629+45.6% | $4,939+65.9% | $5,439+50.7% |
| Admin fee / account holder | $5,634 | $16,852-66.6% | $13,881-59.4% | $10,886-48.2% |