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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 | $167,289 | $77,638+115.5% | $156,551+6.9% | $62,881+166.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.19% | 50.33%-44.1pp | 32.23%-26.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $9,451 | $3,444+174.4% | $5,501+71.8% | $2,281+314.3% |
| Participant deferral / active EE | $6,239 | $3,046+104.9% | $4,871+28.1% | $3,203+94.8% |
| Admin fee / account holder | $8,007 | $5,561+44.0% | $13,028-38.5% | $4,296+86.4% |