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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 | $130,508 | $80,985+61.2% | $96,576+35.1% | $75,181+73.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 17.64% | 27.05%-9.4pp | 25.87%-8.2pp | 160.69%-143.1pp |
| Employer contribution / active EE | $5,425 | $2,282+137.7% | $2,965+83.0% | $2,671+103.1% |
| Participant deferral / active EE | $3,678 | $3,929-6.4% | $4,851-24.2% | $4,126-10.8% |
| Admin fee / account holder | $35,853 | $6,719+433.6% | $8,253+334.4% | $5,650+534.6% |