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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 | $123,847 | $81,696+51.6% | $70,494+75.7% | $158,982-22.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 8.84% | 208.70%-199.9pp | 109.16%-100.3pp | 302.99%-294.2pp |
| Employer contribution / active EE | $9,001 | $3,220+179.6% | $2,738+228.7% | $4,763+89.0% |
| Participant deferral / active EE | $7,644 | $4,558+67.7% | $3,711+106.0% | $5,983+27.8% |
| Admin fee / account holder | $15,701 | $6,200+153.3% | $3,848+308.1% | $11,252+39.5% |