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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 | $167,951 | $77,908+115.6% | $149,696+12.2% | $75,173+123.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.69% | 31.73%-12.0pp | 134.46%-114.8pp | 160.72%-141.0pp |
| Employer contribution / active EE | $7,356 | $3,138+134.4% | $4,821+52.6% | $2,671+175.4% |
| Participant deferral / active EE | $5,355 | $3,411+57.0% | $5,682-5.8% | $4,126+29.8% |
| Admin fee / account holder | $1,275 | $5,950-78.6% | $13,212-90.3% | $5,651-77.4% |