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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 | $125,000 | $77,638+61.0% | $156,551-20.2% | $62,881+98.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.54% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $18,370 | $3,444+433.4% | $5,501+233.9% | $2,281+705.4% |
| Participant deferral / active EE | $13,437 | $3,046+341.2% | $4,871+175.8% | $3,203+319.5% |
| Admin fee / account holder | $9,231 | $5,561+66.0% | $13,028-29.1% | $4,296+114.9% |