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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 | $117,651 | $181,896-35.3% | $156,551-24.8% | $273,972-57.1% |
| Participation rate | 86.7% | 88.4%-1.7pp | 84.0%+2.7pp | 83.0%+3.7pp |
| Annual return | 44.67% | 30.74%+13.9pp | 32.23%+12.4pp | 41.46%+3.2pp |
| Employer contribution / active EE | $15,783 | $6,248+152.6% | $5,501+186.9% | $4,869+224.2% |
| Participant deferral / active EE | $10,800 | $5,550+94.6% | $4,871+121.7% | $5,287+104.3% |
| Admin fee / account holder | $1,171 | $15,560-92.5% | $13,028-91.0% | $10,133-88.4% |