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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 | $128,572 | $81,643+57.5% | $70,462+82.5% | $158,950-19.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 5.12% | 208.51%-203.4pp | 109.08%-104.0pp | 302.91%-297.8pp |
| Employer contribution / active EE | $8,740 | $3,218+171.6% | $2,737+219.3% | $4,762+83.5% |
| Participant deferral / active EE | $4,937 | $4,555+8.4% | $3,710+33.1% | $5,983-17.5% |
| Admin fee / account holder | $8,780 | $6,194+41.8% | $3,845+128.3% | $11,248-21.9% |