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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 | $112,915+109.2% | $90,965+159.7% | $158,950+48.6% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 5.83% | 215.75%-209.9pp | 134.57%-128.7pp | 302.91%-297.1pp |
| Employer contribution / active EE | $5,731 | $2,894+98.0% | $2,122+170.0% | $4,762+20.3% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $821 | $8,044-89.8% | $5,960-86.2% | $11,248-92.7% |