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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 | $117,277 | $153,769-23.7% | $133,975-12.5% | $273,972-57.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 21.83% | 36.51%-14.7pp | 29.29%-7.5pp | 41.46%-19.6pp |
| Employer contribution / active EE | $14,004 | $6,029+132.3% | $5,211+168.7% | $4,869+187.6% |
| Participant deferral / active EE | $15,292 | $6,958+119.8% | $6,282+143.4% | $5,287+189.2% |
| Admin fee / account holder | $29,678 | $11,765+152.3% | $9,324+218.3% | $10,133+192.9% |