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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 | $165,302 | $77,638+112.9% | $156,551+5.6% | $62,881+162.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.41% | 50.33%-44.9pp | 32.23%-26.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $9,170 | $3,444+166.3% | $5,501+66.7% | $2,281+302.0% |
| Participant deferral / active EE | $6,552 | $3,046+115.1% | $4,871+34.5% | $3,203+104.5% |
| Admin fee / account holder | $5,793 | $5,561+4.2% | $13,028-55.5% | $4,296+34.9% |