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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 | $120,009 | $48,277+148.6% | $67,511+77.8% | $80,874+48.4% |
| Participation rate | 79.6% | 66.4%+13.2pp | 72.9%+6.7pp | 67.6%+12.0pp |
| Annual return | 12.82% | 18.27%-5.4pp | 3517.41%-3504.6pp | 35.62%-22.8pp |
| Employer contribution / active EE | $1,733 | $2,021-14.2% | $2,733-36.6% | $2,756-37.1% |
| Participant deferral / active EE | $6,095 | $2,926+108.3% | $4,000+52.4% | $4,297+41.9% |
| Admin fee / account holder | $33,036 | $3,687+796.0% | $3,999+726.1% | $6,935+376.3% |