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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 | $225,332 | $77,638+190.2% | $156,551+43.9% | $62,881+258.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.49% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $5,132 | $3,444+49.0% | $5,501-6.7% | $2,281+125.0% |
| Participant deferral / active EE | $3,317 | $3,046+8.9% | $4,871-31.9% | $3,203+3.6% |
| Admin fee / account holder | $16,214 | $5,561+191.5% | $13,028+24.5% | $4,296+277.4% |