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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 | $132,554 | $57,057+132.3% | $85,009+55.9% | $80,874+63.9% |
| Participation rate | 96.0% | 56.4%+39.6pp | 67.5%+28.5pp | 67.6%+28.4pp |
| Annual return | 12.49% | 21.66%-9.2pp | 66.47%-54.0pp | 35.62%-23.1pp |
| Employer contribution / active EE | $3,545 | $1,799+97.1% | $2,728+29.9% | $2,756+28.6% |
| Participant deferral / active EE | $6,264 | $3,112+101.3% | $4,522+38.5% | $4,297+45.8% |
| Admin fee / account holder | $13,644 | $4,986+173.6% | $6,153+121.8% | $6,935+96.7% |