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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 | $200,104 | $112,892+77.3% | $90,956+120.0% | $158,931+25.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.44% | 215.80%-210.4pp | 134.60%-129.2pp | 302.86%-297.4pp |
| Employer contribution / active EE | $3,810 | $2,893+31.7% | $2,122+79.6% | $4,761-20.0% |
| Participant deferral / active EE | $0 | $4,127-100.0% | $3,373-100.0% | $5,982-100.0% |
| Admin fee / account holder | $4,758 | $8,042-40.8% | $5,959-20.1% | $11,247-57.7% |