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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 | $207,698 | $58,587+254.5% | $83,322+149.3% | $64,173+223.7% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 39.67% | 9.65%+30.0pp | 10.64%+29.0pp | 7.63%+32.0pp |
| Employer contribution / active EE | $6,258 | $2,098+198.2% | $3,379+85.2% | $2,381+162.8% |
| Participant deferral / active EE | $5,560 | $4,654+19.5% | $5,565-0.1% | $3,470+60.3% |
| Admin fee / account holder | $101,435 | $9,279+993.2% | $7,540+1245.3% | $4,887+1975.5% |