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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 | $115,345 | $153,769-25.0% | $133,975-13.9% | $273,972-57.9% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.1%+5.8pp | 83.0%+9.8pp |
| Annual return | 7.23% | 36.51%-29.3pp | 29.29%-22.1pp | 41.46%-34.2pp |
| Employer contribution / active EE | $10,120 | $6,029+67.9% | $5,211+94.2% | $4,869+107.9% |
| Participant deferral / active EE | $10,267 | $6,958+47.5% | $6,282+63.4% | $5,287+94.2% |
| Admin fee / account holder | $85,048 | $11,765+622.9% | $9,324+812.1% | $10,133+739.3% |