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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 | $236,121 | $112,935+109.1% | $90,970+159.6% | $158,966+48.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.40% | 215.79%-210.4pp | 134.58%-129.2pp | 302.95%-297.5pp |
| Employer contribution / active EE | $1,756 | $2,895-39.3% | $2,122-17.3% | $4,762-63.1% |
| Participant deferral / active EE | $8,434 | $4,129+104.3% | $3,373+150.0% | $5,983+41.0% |
| Admin fee / account holder | $8,856 | $8,045+10.1% | $5,960+48.6% | $11,250-21.3% |