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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 | $156,253 | $77,638+101.3% | $156,551-0.2% | $62,881+148.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.81% | 50.33%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $7,639 | $3,444+121.8% | $5,501+38.9% | $2,281+234.9% |
| Participant deferral / active EE | $6,469 | $3,046+112.4% | $4,871+32.8% | $3,203+102.0% |
| Admin fee / account holder | $33,130 | $5,561+495.7% | $13,028+154.3% | $4,296+671.2% |