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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 | $119,771 | $155,555-23.0% | $146,866-18.4% | $155,188-22.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 21.24% | 115.41%-94.2pp | 102.85%-81.6pp | 148.84%-127.6pp |
| Employer contribution / active EE | $16,045 | $4,647+245.3% | $4,425+262.6% | $4,248+277.7% |
| Participant deferral / active EE | $8,880 | $8,044+10.4% | $7,759+14.4% | $6,531+36.0% |
| Admin fee / account holder | $18,859 | $14,755+27.8% | $13,620+38.5% | $14,480+30.2% |