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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 | $231,104 | $76,551+201.9% | $123,894+86.5% | $62,881+267.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.26% | 18.68%-12.4pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $7,663 | $2,882+165.9% | $4,617+66.0% | $2,281+236.0% |
| Participant deferral / active EE | $8,958 | $4,840+85.1% | $5,984+49.7% | $3,203+179.7% |
| Admin fee / account holder | $24,666 | $4,826+411.1% | $8,357+195.1% | $4,296+474.2% |