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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 | $169,321 | $77,638+118.1% | $156,551+8.2% | $62,881+169.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.89% | 50.33%-42.4pp | 32.23%-24.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $7,843 | $3,444+127.7% | $5,501+42.6% | $2,281+243.8% |
| Participant deferral / active EE | $5,628 | $3,046+84.8% | $4,871+15.5% | $3,203+75.7% |
| Admin fee / account holder | $4,727 | $5,561-15.0% | $13,028-63.7% | $4,296+10.0% |