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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 | $116,541 | $81,643+42.7% | $70,462+65.4% | $158,950-26.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 8.11% | 208.51%-200.4pp | 109.08%-101.0pp | 302.91%-294.8pp |
| Employer contribution / active EE | $10,841 | $3,218+236.9% | $2,737+296.0% | $4,762+127.7% |
| Participant deferral / active EE | $5,171 | $4,555+13.5% | $3,710+39.4% | $5,983-13.6% |
| Admin fee / account holder | $27,567 | $6,194+345.1% | $3,845+616.9% | $11,248+145.1% |