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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 | $84,476 | $72,273+16.9% | $101,275-16.6% | $79,856+5.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.97% | 22.30%-5.3pp | 46.48%-29.5pp | 31.71%-14.7pp |
| Employer contribution / active EE | $5,603 | $2,691+108.2% | $3,660+53.1% | $2,471+126.7% |
| Participant deferral / active EE | $3,784 | $3,282+15.3% | $4,371-13.4% | $3,741+1.2% |
| Admin fee / account holder | $12,641 | $4,401+187.2% | $5,948+112.5% | $5,306+138.2% |