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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 | $131,211 | $48,277+171.8% | $67,511+94.4% | $80,874+62.2% |
| Participation rate | 82.9% | 66.4%+16.5pp | 72.9%+10.0pp | 67.6%+15.2pp |
| Annual return | 14.27% | 18.27%-4.0pp | 3517.41%-3503.1pp | 35.62%-21.3pp |
| Employer contribution / active EE | $4,360 | $2,021+115.7% | $2,733+59.6% | $2,756+58.2% |
| Participant deferral / active EE | $12,666 | $2,926+332.9% | $4,000+216.6% | $4,297+194.8% |
| Admin fee / account holder | $10,635 | $3,687+188.4% | $3,999+166.0% | $6,935+53.3% |