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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 | $117,341 | $48,337+142.8% | $67,560+73.7% | $80,959+44.9% |
| Participation rate | 78.4% | 66.4%+11.9pp | 72.9%+5.4pp | 67.7%+10.7pp |
| Annual return | 14.18% | 18.26%-4.1pp | 3533.50%-3519.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $3,721 | $2,023+84.0% | $2,737+36.0% | $2,757+34.9% |
| Participant deferral / active EE | $4,264 | $2,928+45.6% | $4,004+6.5% | $4,300-0.8% |
| Admin fee / account holder | $17,751 | $3,695+380.3% | $3,994+344.5% | $6,925+156.3% |