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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 | $79,686 | $112,933-29.4% | $90,970-12.4% | $158,982-49.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 8.72% | 215.82%-207.1pp | 134.60%-125.9pp | 302.99%-294.3pp |
| Employer contribution / active EE | $11,309 | $2,893+290.9% | $2,122+433.0% | $4,763+137.4% |
| Participant deferral / active EE | $2,787 | $4,128-32.5% | $3,373-17.4% | $5,983-53.4% |
| Admin fee / account holder | $4,475 | $8,047-44.4% | $5,961-24.9% | $11,252-60.2% |