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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 | $107,564 | $112,915-4.7% | $90,965+18.2% | $158,950-32.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.49% | 215.75%-210.3pp | 134.57%-129.1pp | 302.91%-297.4pp |
| Employer contribution / active EE | $6,184 | $2,894+113.7% | $2,122+191.4% | $4,762+29.9% |
| Participant deferral / active EE | $5,011 | $4,128+21.4% | $3,373+48.6% | $5,983-16.2% |
| Admin fee / account holder | $2,531 | $8,044-68.5% | $5,960-57.5% | $11,248-77.5% |