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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 | $154,892 | $84,936+82.4% | $111,308+39.2% | $79,391+95.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 13.31% | 17.45%-4.1pp | 54.67%-41.4pp | 116.88%-103.6pp |
| Employer contribution / active EE | $8,084 | $1,979+308.4% | $2,732+195.9% | $2,428+233.0% |
| Participant deferral / active EE | $5,835 | $3,888+50.1% | $4,487+30.0% | $4,046+44.2% |
| Admin fee / account holder | $29,316 | $537+5357.5% | $7,965+268.1% | $627+4579.1% |