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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 | $143,804 | $66,402+116.6% | $109,895+30.9% | $85,856+67.5% |
| Participation rate | 94.4% | 63.9%+30.6pp | 74.2%+20.2pp | 69.3%+25.1pp |
| Annual return | 12.14% | 19.59%-7.5pp | 29.46%-17.3pp | 318.58%-306.4pp |
| Employer contribution / active EE | $1,311 | $1,687-22.3% | $2,843-53.9% | $2,565-48.9% |
| Participant deferral / active EE | $6,159 | $2,842+116.7% | $4,049+52.1% | $3,952+55.8% |
| Admin fee / account holder | $21,531 | $4,557+372.4% | $6,067+254.9% | $6,261+243.9% |