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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 | $181,502 | $77,638+133.8% | $156,551+15.9% | $62,881+188.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.41% | 50.33%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $11,980 | $3,444+247.9% | $5,501+117.8% | $2,281+425.2% |
| Participant deferral / active EE | $6,222 | $3,046+104.3% | $4,871+27.7% | $3,203+94.3% |
| Admin fee / account holder | $6,083 | $5,561+9.4% | $13,028-53.3% | $4,296+41.6% |