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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 | $109,725 | $99,079+10.7% | $78,002+40.7% | $273,972-60.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.15% | 217.93%-210.8pp | 425.99%-418.8pp | 41.46%-34.3pp |
| Employer contribution / active EE | $5,719 | $3,308+72.9% | $2,470+131.5% | $4,869+17.5% |
| Participant deferral / active EE | $9,960 | $4,306+131.3% | $3,497+184.8% | $5,287+88.4% |
| Admin fee / account holder | $122,674 | $8,954+1270.1% | $5,481+2138.2% | $10,133+1110.7% |