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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 | $138,887 | $181,896-23.6% | $156,551-11.3% | $273,972-49.3% |
| Participation rate | 94.7% | 88.4%+6.4pp | 84.0%+10.7pp | 83.0%+11.7pp |
| Annual return | 3.28% | 30.74%-27.5pp | 32.23%-28.9pp | 41.46%-38.2pp |
| Employer contribution / active EE | $17,430 | $6,248+179.0% | $5,501+216.8% | $4,869+258.0% |
| Participant deferral / active EE | $11,554 | $5,550+108.2% | $4,871+137.2% | $5,287+118.5% |
| Admin fee / account holder | $37,471 | $15,560+140.8% | $13,028+187.6% | $10,133+269.8% |