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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 | $150,162 | $89,370+68.0% | $141,197+6.3% | $72,976+105.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.57% | 111.88%-89.3pp | 71.41%-48.8pp | 81.02%-58.4pp |
| Employer contribution / active EE | $5,955 | $3,115+91.2% | $4,736+25.7% | $2,440+144.1% |
| Participant deferral / active EE | $8,155 | $5,419+50.5% | $6,710+21.5% | $3,608+126.0% |
| Admin fee / account holder | $8,943 | $5,957+50.1% | $10,265-12.9% | $5,124+74.5% |