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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 | $92,602 | $81,664+13.4% | $70,476+31.4% | $158,966-41.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.64% | 208.59%-198.0pp | 109.12%-98.5pp | 302.95%-292.3pp |
| Employer contribution / active EE | $5,039 | $3,219+56.5% | $2,738+84.0% | $4,762+5.8% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,205 | $6,197-32.2% | $3,847+9.3% | $11,250-62.6% |