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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 | $108,316 | $93,346+16.0% | $71,796+50.9% | $273,972-60.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.29% | 130.39%-121.1pp | 78.04%-68.7pp | 41.46%-32.2pp |
| Employer contribution / active EE | $5,241 | $2,733+91.7% | $1,924+172.3% | $4,869+7.6% |
| Participant deferral / active EE | $2,053 | $3,475-40.9% | $2,794-26.5% | $5,287-61.2% |
| Admin fee / account holder | $13,986 | $6,571+112.9% | $4,815+190.5% | $10,133+38.0% |