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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 | $86,286 | $112,935-23.6% | $90,970-5.1% | $158,966-45.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 5.73% | 215.79%-210.1pp | 134.58%-128.8pp | 302.95%-297.2pp |
| Employer contribution / active EE | $3,074 | $2,895+6.2% | $2,122+44.8% | $4,762-35.5% |
| Participant deferral / active EE | $7,161 | $4,129+73.4% | $3,373+112.3% | $5,983+19.7% |
| Admin fee / account holder | $20,415 | $8,045+153.8% | $5,960+242.5% | $11,250+81.5% |