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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 | $214,927 | $77,638+176.8% | $156,551+37.3% | $62,881+241.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.33% | 50.33%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $9,356 | $3,444+171.7% | $5,501+70.1% | $2,281+310.2% |
| Participant deferral / active EE | $7,125 | $3,046+133.9% | $4,871+46.3% | $3,203+122.4% |
| Admin fee / account holder | $4,377 | $5,561-21.3% | $13,028-66.4% | $4,296+1.9% |