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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 | $116,306 | $77,638+49.8% | $156,551-25.7% | $62,881+85.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.17% | 50.33%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $6,019 | $3,444+74.8% | $5,501+9.4% | $2,281+163.9% |
| Participant deferral / active EE | $5,094 | $3,046+67.2% | $4,871+4.6% | $3,203+59.0% |
| Admin fee / account holder | $11,105 | $5,561+99.7% | $13,028-14.8% | $4,296+158.5% |