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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 | $163,556 | $77,901+110.0% | $149,717+9.2% | $75,181+117.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 23.75% | 31.73%-8.0pp | 134.41%-110.7pp | 160.69%-136.9pp |
| Employer contribution / active EE | $7,420 | $3,137+136.5% | $4,820+53.9% | $2,671+177.8% |
| Participant deferral / active EE | $4,986 | $3,411+46.2% | $5,682-12.3% | $4,126+20.8% |
| Admin fee / account holder | $18,669 | $5,949+213.8% | $13,213+41.3% | $5,650+230.4% |