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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 | $121,029 | $81,696+48.1% | $70,494+71.7% | $158,982-23.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 5.40% | 208.70%-203.3pp | 109.16%-103.8pp | 302.99%-297.6pp |
| Employer contribution / active EE | $4,512 | $3,220+40.1% | $2,738+64.8% | $4,763-5.3% |
| Participant deferral / active EE | $26,000 | $4,558+470.4% | $3,711+600.7% | $5,983+334.5% |
| Admin fee / account holder | $5,119 | $6,200-17.4% | $3,848+33.0% | $11,252-54.5% |