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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 | $153,189 | $93,589+63.7% | $135,942+12.7% | $75,181+103.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.51% | 30.90%-15.4pp | 68.28%-52.8pp | 160.69%-145.2pp |
| Employer contribution / active EE | $5,554 | $3,537+57.0% | $4,858+14.3% | $2,671+108.0% |
| Participant deferral / active EE | $10,822 | $6,405+69.0% | $7,759+39.5% | $4,126+162.3% |
| Admin fee / account holder | $28,531 | $6,977+308.9% | $10,764+165.1% | $5,650+405.0% |