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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 | $129,520 | $77,638+66.8% | $156,551-17.3% | $62,881+106.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.95% | 50.33%-45.4pp | 32.23%-27.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $13,421 | $3,444+289.7% | $5,501+144.0% | $2,281+488.4% |
| Participant deferral / active EE | $6,650 | $3,046+118.4% | $4,871+36.5% | $3,203+107.6% |
| Admin fee / account holder | $12,464 | $5,561+124.1% | $13,028-4.3% | $4,296+190.2% |