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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 | $121,779 | $102,245+19.1% | $89,340+36.3% | $137,256-11.3% |
| Participation rate | 80.0% | 74.9%+5.1pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 13.07% | 21.89%-8.8pp | 20.57%-7.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $5,168 | $2,529+104.4% | $2,231+131.6% | $4,156+24.4% |
| Participant deferral / active EE | $8,099 | $4,436+82.6% | $3,823+111.9% | $6,407+26.4% |
| Admin fee / account holder | $37,544 | $8,085+364.3% | $6,704+460.0% | $12,270+206.0% |