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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 | $236,236 | $112,933+109.2% | $90,970+159.7% | $158,982+48.6% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 5.83% | 215.82%-210.0pp | 134.60%-128.8pp | 302.99%-297.2pp |
| Employer contribution / active EE | $5,731 | $2,893+98.1% | $2,122+170.1% | $4,763+20.3% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $821 | $8,047-89.8% | $5,961-86.2% | $11,252-92.7% |