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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 | $118,342 | $181,896-34.9% | $156,551-24.4% | $273,972-56.8% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 17.17% | 30.74%-13.6pp | 32.23%-15.1pp | 41.46%-24.3pp |
| Employer contribution / active EE | $19,781 | $6,248+216.6% | $5,501+259.6% | $4,869+306.3% |
| Participant deferral / active EE | $18,264 | $5,550+229.1% | $4,871+274.9% | $5,287+245.4% |
| Admin fee / account holder | $70,115 | $15,560+350.6% | $13,028+438.2% | $10,133+592.0% |