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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 | $168,858 | $77,638+117.5% | $156,551+7.9% | $62,881+168.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.28% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $7,790 | $3,444+126.2% | $5,501+41.6% | $2,281+241.5% |
| Participant deferral / active EE | $6,593 | $3,046+116.5% | $4,871+35.3% | $3,203+105.8% |
| Admin fee / account holder | $1,409 | $5,561-74.7% | $13,028-89.2% | $4,296-67.2% |