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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 | $105,121 | $77,908+34.9% | $149,696-29.8% | $75,173+39.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.75% | 31.73%-18.0pp | 134.46%-120.7pp | 160.72%-147.0pp |
| Employer contribution / active EE | $7,375 | $3,138+135.1% | $4,821+53.0% | $2,671+176.1% |
| Participant deferral / active EE | $4,192 | $3,411+22.9% | $5,682-26.2% | $4,126+1.6% |
| Admin fee / account holder | $32,054 | $5,950+438.8% | $13,212+142.6% | $5,651+467.3% |