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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 | $86,261 | $77,638+11.1% | $156,552-44.9% | $62,881+37.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 49.63% | 50.33%-0.7pp | 32.23%+17.4pp | 20.14%+29.5pp |
| Employer contribution / active EE | $7,697 | $3,444+123.5% | $5,501+39.9% | $2,281+237.5% |
| Participant deferral / active EE | $6,015 | $3,046+97.5% | $4,871+23.5% | $3,203+87.8% |
| Admin fee / account holder | $28,739 | $5,561+416.8% | $13,028+120.6% | $4,296+569.0% |