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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 | $41,818 | $112,935-63.0% | $90,970-54.0% | $158,966-73.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 9.52% | 215.79%-206.3pp | 134.58%-125.1pp | 302.95%-293.4pp |
| Employer contribution / active EE | $5,268 | $2,895+82.0% | $2,122+148.2% | $4,762+10.6% |
| Participant deferral / active EE | $6,595 | $4,129+59.7% | $3,373+95.5% | $5,983+10.2% |
| Admin fee / account holder | $8,185 | $8,045+1.7% | $5,960+37.3% | $11,250-27.2% |