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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 | $146,516 | $91,179+60.7% | $178,499-17.9% | $79,852+83.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 24.76% | 24.19%+0.6pp | 151.10%-126.3pp | 31.72%-7.0pp |
| Employer contribution / active EE | $7,742 | $3,256+137.8% | $5,011+54.5% | $2,471+213.3% |
| Participant deferral / active EE | $4,760 | $3,236+47.1% | $5,202-8.5% | $3,740+27.3% |
| Admin fee / account holder | $72,563 | $6,749+975.2% | $13,986+418.8% | $5,306+1267.5% |