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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 | $130,476 | $77,814+67.7% | $158,223-17.5% | $86,983+50.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 12.16% | 30.54%-18.4pp | 52.09%-39.9pp | 25.83%-13.7pp |
| Employer contribution / active EE | $3,678 | $2,592+41.9% | $4,109-10.5% | $2,584+42.3% |
| Participant deferral / active EE | $6,481 | $3,270+98.2% | $5,467+18.5% | $4,194+54.5% |
| Admin fee / account holder | $24,652 | $5,879+319.3% | $16,047+53.6% | $7,856+213.8% |