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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 | $199,805 | $76,551+161.0% | $123,894+61.3% | $62,881+217.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.88% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.3pp |
| Employer contribution / active EE | $9,596 | $2,882+232.9% | $4,617+107.8% | $2,281+320.7% |
| Participant deferral / active EE | $8,904 | $4,840+84.0% | $5,984+48.8% | $3,203+178.0% |
| Admin fee / account holder | $8,946 | $4,826+85.4% | $8,357+7.0% | $4,296+108.3% |