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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 | $104,670 | $72,269+44.8% | $101,271+3.4% | $79,852+31.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 22.48% | 22.29%+0.2pp | 46.48%-24.0pp | 31.72%-9.2pp |
| Employer contribution / active EE | $3,226 | $2,692+19.8% | $3,660-11.9% | $2,471+30.5% |
| Participant deferral / active EE | $4,617 | $3,282+40.7% | $4,371+5.6% | $3,740+23.4% |
| Admin fee / account holder | $13,945 | $4,401+216.9% | $5,948+134.5% | $5,306+162.8% |