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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 | $59,297 | $136,307-56.5% | $106,619-44.4% | $273,972-78.4% |
| Participation rate | 81.8% | 84.8%-3.0pp | 78.0%+3.8pp | 83.0%-1.2pp |
| Annual return | 23.24% | 11.05%+12.2pp | 9.42%+13.8pp | 41.46%-18.2pp |
| Employer contribution / active EE | $10,917 | $5,190+110.4% | $3,947+176.6% | $4,869+124.2% |
| Participant deferral / active EE | $8,903 | $4,969+79.2% | $3,930+126.5% | $5,287+68.4% |
| Admin fee / account holder | $2,920 | $8,625-66.1% | $6,418-54.5% | $10,133-71.2% |