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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 | $203,330 | $56,894+257.4% | $84,753+139.9% | $62,881+223.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.34% | 6.30%+2.0pp | 22.78%-14.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $7,771 | $2,400+223.8% | $3,574+117.4% | $2,281+240.7% |
| Participant deferral / active EE | $8,108 | $2,709+199.3% | $3,712+118.4% | $3,203+153.2% |
| Admin fee / account holder | $26,629 | $3,581+643.6% | $5,333+399.3% | $4,296+519.9% |