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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 | $57,073+113.7% | $85,126+43.3% | $80,925+50.7% |
| Participation rate | 82.9% | 56.4%+26.5pp | 67.5%+15.3pp | 67.7%+15.2pp |
| Annual return | 14.29% | 21.69%-7.4pp | 66.63%-52.3pp | 35.65%-21.4pp |
| Employer contribution / active EE | $3,384 | $1,801+87.9% | $2,731+23.9% | $2,756+22.8% |
| Participant deferral / active EE | $14,082 | $3,113+352.3% | $4,523+211.3% | $4,299+227.6% |
| Admin fee / account holder | $27,619 | $4,988+453.7% | $6,160+348.3% | $6,940+298.0% |