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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 | $106,596 | $51,638+106.4% | $68,368+55.9% | $82,448+29.3% |
| Participation rate | 96.0% | 63.6%+32.4pp | 73.8%+22.2pp | 68.1%+27.9pp |
| Annual return | 14.33% | 37.53%-23.2pp | 292.57%-278.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $5,567 | $2,047+172.0% | $2,649+110.2% | $2,551+118.2% |
| Participant deferral / active EE | $10,574 | $2,914+262.9% | $4,123+156.5% | $4,139+155.5% |
| Admin fee / account holder | $39,842 | $4,643+758.0% | $5,150+673.7% | $7,234+450.7% |