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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 | $112,933+77.2% | $90,970+120.0% | $158,982+25.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.44% | 215.82%-210.4pp | 134.60%-129.2pp | 302.99%-297.5pp |
| Employer contribution / active EE | $3,810 | $2,893+31.7% | $2,122+79.6% | $4,763-20.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,758 | $8,047-40.9% | $5,961-20.2% | $11,252-57.7% |