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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 | $200,931 | $87,834+128.8% | $133,975+50.0% | $62,881+219.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.51% | 12.05%-4.5pp | 29.29%-21.8pp | 20.14%-12.6pp |
| Employer contribution / active EE | $9,639 | $3,482+176.8% | $5,211+85.0% | $2,281+322.6% |
| Participant deferral / active EE | $8,065 | $4,812+67.6% | $6,282+28.4% | $3,203+151.8% |
| Admin fee / account holder | $20,067 | $5,372+273.5% | $9,324+115.2% | $4,296+367.1% |