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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 | $136,862 | $57,057+139.9% | $85,009+61.0% | $80,874+69.2% |
| Participation rate | 95.9% | 56.4%+39.5pp | 67.5%+28.4pp | 67.6%+28.2pp |
| Annual return | 11.44% | 21.66%-10.2pp | 66.47%-55.0pp | 35.62%-24.2pp |
| Employer contribution / active EE | $3,688 | $1,799+105.0% | $2,728+35.2% | $2,756+33.8% |
| Participant deferral / active EE | $4,839 | $3,112+55.5% | $4,522+7.0% | $4,297+12.6% |
| Admin fee / account holder | $16,907 | $4,986+239.1% | $6,153+174.8% | $6,935+143.8% |