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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 | $85,956 | $77,638+10.7% | $156,551-45.1% | $62,881+36.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.90% | 50.33%-42.4pp | 32.23%-24.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $7,931 | $3,444+130.3% | $5,501+44.2% | $2,281+247.7% |
| Participant deferral / active EE | $5,143 | $3,046+68.9% | $4,871+5.6% | $3,203+60.6% |
| Admin fee / account holder | $21,891 | $5,561+293.6% | $13,028+68.0% | $4,296+409.6% |