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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 | $155,895 | $77,920+100.1% | $149,723+4.1% | $75,177+107.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 22.27% | 31.72%-9.5pp | 134.50%-112.2pp | 160.75%-138.5pp |
| Employer contribution / active EE | $7,485 | $3,138+138.5% | $4,821+55.3% | $2,671+180.2% |
| Participant deferral / active EE | $4,471 | $3,411+31.0% | $5,682-21.3% | $4,126+8.3% |
| Admin fee / account holder | $1,942 | $5,951-67.4% | $13,215-85.3% | $5,651-65.6% |