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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 | $242,369 | $56,894+326.0% | $84,753+186.0% | $62,881+285.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.57% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $7,857 | $2,400+227.4% | $3,574+119.8% | $2,281+244.5% |
| Participant deferral / active EE | $9,749 | $2,709+259.9% | $3,712+162.6% | $3,203+204.4% |
| Admin fee / account holder | $34,428 | $3,581+861.4% | $5,333+545.6% | $4,296+701.4% |