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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 | $159,036 | $77,920+104.1% | $149,723+6.2% | $75,177+111.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.63% | 31.72%-18.1pp | 134.50%-120.9pp | 160.75%-147.1pp |
| Employer contribution / active EE | $8,200 | $3,138+161.3% | $4,821+70.1% | $2,671+207.0% |
| Participant deferral / active EE | $3,846 | $3,411+12.7% | $5,682-32.3% | $4,126-6.8% |
| Admin fee / account holder | $25,444 | $5,951+327.6% | $13,215+92.5% | $5,651+350.2% |