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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 | $121,988 | $57,057+113.8% | $85,009+43.5% | $80,874+50.8% |
| Participation rate | 82.9% | 56.4%+26.5pp | 67.5%+15.3pp | 67.6%+15.2pp |
| Annual return | 14.29% | 21.66%-7.4pp | 66.47%-52.2pp | 35.62%-21.3pp |
| Employer contribution / active EE | $3,384 | $1,799+88.1% | $2,728+24.0% | $2,756+22.8% |
| Participant deferral / active EE | $14,082 | $3,112+352.6% | $4,522+211.4% | $4,297+227.7% |
| Admin fee / account holder | $27,619 | $4,986+453.9% | $6,153+348.9% | $6,935+298.2% |