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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 | $118,561 | $72,272+64.0% | $101,264+17.1% | $79,858+48.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.94% | 22.30%-9.4pp | 46.48%-33.5pp | 31.72%-18.8pp |
| Employer contribution / active EE | $4,472 | $2,692+66.1% | $3,660+22.2% | $2,471+81.0% |
| Participant deferral / active EE | $5,399 | $3,282+64.5% | $4,370+23.5% | $3,740+44.4% |
| Admin fee / account holder | $17,408 | $4,401+295.6% | $5,947+192.7% | $5,306+228.1% |