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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 | $133,614 | $65,034+105.5% | $90,970+46.9% | $79,856+67.3% |
| Participation rate | 85.7% | 61.6%+24.1pp | 69.0%+16.7pp | 69.6%+16.1pp |
| Annual return | 12.84% | 30.45%-17.6pp | 134.60%-121.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,716 | $1,247+37.6% | $2,122-19.1% | $2,471-30.5% |
| Participant deferral / active EE | $3,668 | $2,512+46.0% | $3,373+8.7% | $3,741-1.9% |
| Admin fee / account holder | $16,730 | $4,536+268.8% | $5,961+180.7% | $5,306+215.3% |