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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 | $95,068 | $77,638+22.5% | $156,551-39.3% | $62,881+51.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.06% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $7,396 | $3,444+114.8% | $5,501+34.4% | $2,281+224.3% |
| Participant deferral / active EE | $5,905 | $3,046+93.9% | $4,871+21.2% | $3,203+84.4% |
| Admin fee / account holder | $51,419 | $5,561+824.6% | $13,028+294.7% | $4,296+1097.0% |