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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 | $122,500 | $56,894+115.3% | $84,753+44.5% | $62,881+94.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.75% | 6.30%+3.4pp | 22.78%-13.0pp | 20.14%-10.4pp |
| Employer contribution / active EE | $9,564 | $2,400+298.5% | $3,574+167.6% | $2,281+319.3% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,199 | $3,581+156.9% | $5,333+72.5% | $4,296+114.1% |