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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 | $136,251 | $77,638+75.5% | $156,551-13.0% | $62,881+116.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.97% | 50.33%-41.4pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $8,948 | $3,444+159.8% | $5,501+62.7% | $2,281+292.3% |
| Participant deferral / active EE | $5,562 | $3,046+82.6% | $4,871+14.2% | $3,203+73.7% |
| Admin fee / account holder | $354 | $5,561-93.6% | $13,028-97.3% | $4,296-91.7% |