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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 | $123,753 | $72,273+71.2% | $101,275+22.2% | $79,856+55.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 11.70% | 22.30%-10.6pp | 46.48%-34.8pp | 31.71%-20.0pp |
| Employer contribution / active EE | $3,698 | $2,691+37.4% | $3,660+1.0% | $2,471+49.6% |
| Participant deferral / active EE | $5,690 | $3,282+73.4% | $4,371+30.2% | $3,741+52.1% |
| Admin fee / account holder | $33,239 | $4,401+655.2% | $5,948+458.8% | $5,306+526.4% |