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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 | $147,722 | $68,852+114.5% | $120,524+22.6% | $80,925+82.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 12.28% | 23.67%-11.4pp | 107.36%-95.1pp | 35.65%-23.4pp |
| Employer contribution / active EE | $12,331 | $2,063+497.6% | $3,469+255.5% | $2,756+347.4% |
| Participant deferral / active EE | $3,394 | $3,187+6.5% | $4,994-32.0% | $4,299-21.0% |
| Admin fee / account holder | $17,017 | $5,781+194.4% | $9,440+80.3% | $6,940+145.2% |