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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 | $48,314+171.6% | $67,561+94.2% | $80,925+62.1% |
| Participation rate | 82.9% | 66.4%+16.5pp | 72.9%+10.0pp | 67.7%+15.2pp |
| Annual return | 14.27% | 18.28%-4.0pp | 3525.44%-3511.2pp | 35.65%-21.4pp |
| Employer contribution / active EE | $4,360 | $2,022+115.6% | $2,735+59.4% | $2,756+58.2% |
| Participant deferral / active EE | $12,666 | $2,927+332.8% | $4,003+216.4% | $4,299+194.6% |
| Admin fee / account holder | $10,635 | $3,690+188.2% | $4,006+165.5% | $6,940+53.2% |