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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 | $156,321 | $77,638+101.3% | $156,551-0.1% | $62,881+148.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.51% | 50.33%-41.8pp | 32.23%-23.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $8,398 | $3,444+143.9% | $5,501+52.7% | $2,281+268.2% |
| Participant deferral / active EE | $4,595 | $3,046+50.9% | $4,871-5.7% | $3,203+43.5% |
| Admin fee / account holder | $828 | $5,561-85.1% | $13,028-93.6% | $4,296-80.7% |