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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 | $122,911 | $91,559+34.2% | $133,978-8.3% | $79,856+53.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 11.09% | 61.85%-50.8pp | 45.10%-34.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $5,442 | $2,384+128.3% | $3,919+38.9% | $2,471+120.2% |
| Participant deferral / active EE | $5,205 | $3,734+39.4% | $5,047+3.1% | $3,741+39.2% |
| Admin fee / account holder | $21,397 | $6,321+238.5% | $8,930+139.6% | $5,306+303.2% |