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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 | $139,096 | $106,524+30.6% | $152,301-8.7% | $87,485+59.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 15.06% | 26.89%-11.8pp | 80.50%-65.4pp | 26.06%-11.0pp |
| Employer contribution / active EE | $4,501 | $3,371+33.5% | $4,624-2.7% | $2,596+73.4% |
| Participant deferral / active EE | $4,110 | $6,525-37.0% | $8,004-48.7% | $4,274-3.8% |
| Admin fee / account holder | $42,562 | $8,287+413.6% | $14,398+195.6% | $7,775+447.4% |