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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 | $249,092 | $76,551+225.4% | $123,894+101.1% | $62,881+296.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.57% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $11,356 | $2,882+294.0% | $4,617+146.0% | $2,281+397.9% |
| Participant deferral / active EE | $13,470 | $4,840+178.3% | $5,984+125.1% | $3,203+320.5% |
| Admin fee / account holder | $49,110 | $4,826+917.7% | $8,357+487.6% | $4,296+1043.2% |