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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 | $146,658 | $77,638+88.9% | $156,551-6.3% | $62,881+133.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.97% | 50.33%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $8,734 | $3,444+153.6% | $5,501+58.8% | $2,281+282.9% |
| Participant deferral / active EE | $5,185 | $3,046+70.3% | $4,871+6.5% | $3,203+61.9% |
| Admin fee / account holder | $30,927 | $5,561+456.1% | $13,028+137.4% | $4,296+619.9% |