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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 | $157,582 | $77,638+103.0% | $156,551+0.7% | $62,881+150.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.99% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.2pp |
| Employer contribution / active EE | $9,042 | $3,444+162.6% | $5,501+64.4% | $2,281+296.4% |
| Participant deferral / active EE | $5,942 | $3,046+95.1% | $4,871+22.0% | $3,203+85.5% |
| Admin fee / account holder | $22,332 | $5,561+301.6% | $13,028+71.4% | $4,296+419.9% |