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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 | $147,554 | $76,407+93.1% | $150,298-1.8% | $82,448+79.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.16% | 39.99%-23.8pp | 62.79%-46.6pp | 41.64%-25.5pp |
| Employer contribution / active EE | $9,246 | $2,614+253.7% | $4,154+122.6% | $2,551+262.5% |
| Participant deferral / active EE | $6,751 | $3,214+110.0% | $5,453+23.8% | $4,139+63.1% |
| Admin fee / account holder | $30,176 | $6,352+375.1% | $14,116+113.8% | $7,234+317.1% |