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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 | $121,239 | $91,198+32.9% | $178,503-32.1% | $79,856+51.8% |
| Participation rate | 98.2% | 69.2%+29.0pp | 81.9%+16.3pp | 69.6%+28.6pp |
| Annual return | 16.03% | 24.20%-8.2pp | 151.12%-135.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,940 | $3,257-9.7% | $5,011-41.3% | $2,471+19.0% |
| Participant deferral / active EE | $12,876 | $3,237+297.8% | $5,202+147.5% | $3,741+244.2% |
| Admin fee / account holder | $18,100 | $6,748+168.2% | $13,987+29.4% | $5,306+241.1% |