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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 | $137,093 | $51,638+165.5% | $129,406+5.9% | $80,959+69.3% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 12.09% | 20.78%-8.7pp | 9468.18%-9456.1pp | 35.67%-23.6pp |
| Employer contribution / active EE | $4,734 | $1,584+199.0% | $4,155+13.9% | $2,757+71.7% |
| Participant deferral / active EE | $10,105 | $2,670+278.5% | $4,167+142.5% | $4,300+135.0% |
| Admin fee / account holder | $13,502 | $4,313+213.0% | $7,689+75.6% | $6,925+95.0% |