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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 | $98,496 | $77,638+26.9% | $156,551-37.1% | $62,881+56.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.91% | 50.33%-42.4pp | 32.23%-24.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $6,235 | $3,444+81.1% | $5,501+13.3% | $2,281+173.4% |
| Participant deferral / active EE | $4,511 | $3,046+48.1% | $4,871-7.4% | $3,203+40.9% |
| Admin fee / account holder | $32,281 | $5,561+480.5% | $13,028+147.8% | $4,296+651.5% |