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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 | $113,592 | $77,638+46.3% | $156,551-27.4% | $62,881+80.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.56% | 50.33%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $7,368 | $3,444+113.9% | $5,501+33.9% | $2,281+223.0% |
| Participant deferral / active EE | $4,679 | $3,046+53.6% | $4,871-3.9% | $3,203+46.1% |
| Admin fee / account holder | $44,423 | $5,561+698.8% | $13,028+241.0% | $4,296+934.1% |