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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 | $121,536 | $81,262+49.6% | $155,602-21.9% | $80,911+50.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.85% | 33.34%-20.5pp | 64.81%-52.0pp | 35.63%-22.8pp |
| Employer contribution / active EE | $7,195 | $3,102+131.9% | $4,675+53.9% | $2,756+161.1% |
| Participant deferral / active EE | $4,417 | $3,451+28.0% | $5,629-21.5% | $4,297+2.8% |
| Admin fee / account holder | $56,299 | $7,992+604.5% | $15,923+253.6% | $6,935+711.9% |