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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 | $121,872 | $81,696+49.2% | $70,494+72.9% | $158,982-23.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.06% | 208.70%-198.6pp | 109.16%-99.1pp | 302.99%-292.9pp |
| Employer contribution / active EE | $9,988 | $3,220+210.2% | $2,738+264.8% | $4,763+109.7% |
| Participant deferral / active EE | $4,467 | $4,558-2.0% | $3,711+20.4% | $5,983-25.3% |
| Admin fee / account holder | $1,598 | $6,200-74.2% | $3,848-58.5% | $11,252-85.8% |