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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 | $217,883 | $77,638+180.6% | $156,551+39.2% | $62,881+246.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.81% | 50.33%-41.5pp | 32.23%-23.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $9,313 | $3,444+170.4% | $5,501+69.3% | $2,281+308.3% |
| Participant deferral / active EE | $8,165 | $3,046+168.1% | $4,871+67.6% | $3,203+154.9% |
| Admin fee / account holder | $37,776 | $5,561+579.3% | $13,028+190.0% | $4,296+779.4% |