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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 | $179,484 | $77,638+131.2% | $156,551+14.6% | $62,881+185.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.12% | 50.33%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $10,111 | $3,444+193.6% | $5,501+83.8% | $2,281+343.3% |
| Participant deferral / active EE | $7,248 | $3,046+138.0% | $4,871+48.8% | $3,203+126.3% |
| Admin fee / account holder | $34,255 | $5,561+515.9% | $13,028+162.9% | $4,296+697.4% |