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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 | $117,624 | $85,171+38.1% | $172,753-31.9% | $72,976+61.2% |
| Participation rate | 88.6% | 70.1%+18.5pp | 82.6%+6.0pp | 69.5%+19.1pp |
| Annual return | 19.83% | 27.32%-7.5pp | 803.00%-783.2pp | 81.02%-61.2pp |
| Employer contribution / active EE | $5,158 | $3,324+55.2% | $5,144+0.3% | $2,440+111.4% |
| Participant deferral / active EE | $3,244 | $3,260-0.5% | $5,198-37.6% | $3,608-10.1% |
| Admin fee / account holder | $20,690 | $5,880+251.8% | $13,956+48.3% | $5,124+303.8% |