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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 | $117,902 | $110,093+7.1% | $97,295+21.2% | $145,897-19.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.09% | 244.76%-236.7pp | 75.62%-67.5pp | 552.29%-544.2pp |
| Employer contribution / active EE | $7,540 | $3,077+145.0% | $2,723+176.9% | $4,663+61.7% |
| Participant deferral / active EE | $6,204 | $4,678+32.6% | $4,264+45.5% | $6,689-7.3% |
| Admin fee / account holder | $35,956 | $6,212+478.8% | $5,646+536.8% | $13,390+168.5% |