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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 | $170,850 | $77,638+120.1% | $156,551+9.1% | $62,881+171.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.31% | 50.33%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $9,841 | $3,444+185.7% | $5,501+78.9% | $2,281+331.4% |
| Participant deferral / active EE | $7,389 | $3,046+142.6% | $4,871+51.7% | $3,203+130.7% |
| Admin fee / account holder | $4,371 | $5,561-21.4% | $13,028-66.5% | $4,296+1.7% |