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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 | $147,964 | $77,638+90.6% | $156,551-5.5% | $62,881+135.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.33% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $10,256 | $3,444+197.8% | $5,501+86.4% | $2,281+349.6% |
| Participant deferral / active EE | $7,195 | $3,046+136.2% | $4,871+47.7% | $3,203+124.6% |
| Admin fee / account holder | $25,339 | $5,561+355.6% | $13,028+94.5% | $4,296+489.9% |