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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 | $81,664+42.7% | $70,476+65.4% | $158,966-26.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 8.11% | 208.59%-200.5pp | 109.12%-101.0pp | 302.95%-294.8pp |
| Employer contribution / active EE | $10,841 | $3,219+236.8% | $2,738+296.0% | $4,762+127.6% |
| Participant deferral / active EE | $5,171 | $4,556+13.5% | $3,710+39.4% | $5,983-13.6% |
| Admin fee / account holder | $27,567 | $6,197+344.8% | $3,847+616.6% | $11,250+145.0% |