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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 | $149,708 | $77,901+92.2% | $149,7170% | $75,181+99.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.18% | 31.73%-14.5pp | 134.41%-117.2pp | 160.69%-143.5pp |
| Employer contribution / active EE | $8,068 | $3,137+157.2% | $4,820+67.4% | $2,671+202.1% |
| Participant deferral / active EE | $3,546 | $3,411+3.9% | $5,682-37.6% | $4,126-14.1% |
| Admin fee / account holder | $23,126 | $5,949+288.7% | $13,213+75.0% | $5,650+309.3% |