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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 | $136,862 | $54,757+149.9% | $90,304+51.6% | $72,975+87.5% |
| Participation rate | 83.3% | 65.2%+18.2pp | 73.3%+10.1pp | 69.5%+13.8pp |
| Annual return | 20.83% | 30.63%-9.8pp | 78.13%-57.3pp | 81.01%-60.2pp |
| Employer contribution / active EE | $3,819 | $2,093+82.4% | $2,855+33.8% | $2,440+56.5% |
| Participant deferral / active EE | $7,813 | $2,887+170.6% | $3,885+101.1% | $3,608+116.6% |
| Admin fee / account holder | $32,740 | $3,973+724.0% | $5,354+511.5% | $5,124+539.0% |