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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 | $177,326 | $77,638+128.4% | $156,551+13.3% | $62,881+182.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.38% | 50.33%-42.9pp | 32.23%-24.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $5,799 | $3,444+68.4% | $5,501+5.4% | $2,281+154.2% |
| Participant deferral / active EE | $3,643 | $3,046+19.6% | $4,871-25.2% | $3,203+13.7% |
| Admin fee / account holder | $1,361 | $5,561-75.5% | $13,028-89.6% | $4,296-68.3% |