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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 | $161,187 | $77,638+107.6% | $156,551+3.0% | $62,881+156.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.34% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $21,728 | $3,444+530.9% | $5,501+295.0% | $2,281+852.6% |
| Participant deferral / active EE | $13,372 | $3,046+339.1% | $4,871+174.5% | $3,203+317.5% |
| Admin fee / account holder | $11,890 | $5,561+113.8% | $13,028-8.7% | $4,296+176.8% |