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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 | $123,058 | $86,050+43.0% | $189,758-35.1% | $94,015+30.9% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 14.56% | 17.77%-3.2pp | 52.62%-38.1pp | 17.84%-3.3pp |
| Employer contribution / active EE | $5,900 | $2,819+109.3% | $4,767+23.8% | $2,790+111.5% |
| Participant deferral / active EE | $12,654 | $3,349+277.9% | $5,856+116.1% | $4,249+197.8% |
| Admin fee / account holder | $49,044 | $6,627+640.1% | $20,388+140.6% | $8,951+447.9% |