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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 | $133,219 | $76,407+74.4% | $150,298-11.4% | $82,448+61.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 20.16% | 39.99%-19.8pp | 62.79%-42.6pp | 41.64%-21.5pp |
| Employer contribution / active EE | $8,190 | $2,614+213.3% | $4,154+97.1% | $2,551+221.0% |
| Participant deferral / active EE | $4,731 | $3,214+47.2% | $5,453-13.2% | $4,139+14.3% |
| Admin fee / account holder | $70,419 | $6,352+1008.6% | $14,116+398.9% | $7,234+873.4% |