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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 | $162,581 | $77,638+109.4% | $156,551+3.9% | $62,881+158.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.91% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $5,697 | $3,444+65.4% | $5,501+3.6% | $2,281+149.8% |
| Participant deferral / active EE | $2,957 | $3,046-2.9% | $4,871-39.3% | $3,203-7.7% |
| Admin fee / account holder | $51,487 | $5,561+825.8% | $13,028+295.2% | $4,296+1098.6% |