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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 | $155,635 | $77,638+100.5% | $156,551-0.6% | $62,881+147.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.07% | 50.33%-41.3pp | 32.23%-23.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $6,565 | $3,444+90.6% | $5,501+19.3% | $2,281+187.8% |
| Participant deferral / active EE | $7,696 | $3,046+152.7% | $4,871+58.0% | $3,203+140.3% |
| Admin fee / account holder | $2,857 | $5,561-48.6% | $13,028-78.1% | $4,296-33.5% |