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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 | $121,316 | $77,814+55.9% | $158,223-23.3% | $86,983+39.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 14.84% | 30.54%-15.7pp | 52.09%-37.3pp | 25.83%-11.0pp |
| Employer contribution / active EE | $6,235 | $2,592+140.6% | $4,109+51.8% | $2,584+141.3% |
| Participant deferral / active EE | $4,662 | $3,270+42.6% | $5,467-14.7% | $4,194+11.2% |
| Admin fee / account holder | $2,596 | $5,879-55.8% | $16,047-83.8% | $7,856-66.9% |