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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 | $235,940 | $56,287+319.2% | $80,977+191.4% | $62,881+275.2% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 9.51% | 22.13%-12.6pp | 17.11%-7.6pp | 20.14%-10.6pp |
| Employer contribution / active EE | $7,298 | $1,943+275.6% | $3,715+96.5% | $2,281+220.0% |
| Participant deferral / active EE | $9,193 | $4,196+119.1% | $5,696+61.4% | $3,203+187.0% |
| Admin fee / account holder | $28,781 | $3,742+669.2% | $5,517+421.7% | $4,296+570.0% |