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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 | $78,690+56.4% | $161,489-23.8% | $87,485+40.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 14.56% | 32.74%-18.2pp | 89.72%-75.2pp | 26.06%-11.5pp |
| Employer contribution / active EE | $5,900 | $2,588+128.0% | $4,268+38.2% | $2,596+127.3% |
| Participant deferral / active EE | $12,654 | $3,311+282.2% | $5,630+124.8% | $4,274+196.1% |
| Admin fee / account holder | $49,044 | $6,724+629.4% | $16,006+206.4% | $7,775+530.8% |