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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 | $126,638 | $181,896-30.4% | $156,551-19.1% | $273,972-53.8% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 16.93% | 30.74%-13.8pp | 32.23%-15.3pp | 41.46%-24.5pp |
| Employer contribution / active EE | $13,050 | $6,248+108.9% | $5,501+137.2% | $4,869+168.0% |
| Participant deferral / active EE | $6,925 | $5,550+24.8% | $4,871+42.2% | $5,287+31.0% |
| Admin fee / account holder | $19,291 | $15,560+24.0% | $13,028+48.1% | $10,133+90.4% |