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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 | $155,811 | $77,638+100.7% | $156,551-0.5% | $62,881+147.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.13% | 50.33%-40.2pp | 32.23%-22.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $5,713 | $3,444+65.9% | $5,501+3.9% | $2,281+150.5% |
| Participant deferral / active EE | $6,181 | $3,046+102.9% | $4,871+26.9% | $3,203+93.0% |
| Admin fee / account holder | $31,086 | $5,561+459.0% | $13,028+138.6% | $4,296+623.7% |