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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 | $177,912 | $77,638+129.2% | $156,551+13.6% | $62,881+182.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.35% | 50.33%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $13,805 | $3,444+300.8% | $5,501+150.9% | $2,281+505.2% |
| Participant deferral / active EE | $1,581 | $3,046-48.1% | $4,871-67.5% | $3,203-50.6% |
| Admin fee / account holder | $4,642 | $5,561-16.5% | $13,028-64.4% | $4,296+8.1% |