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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 | $117,114 | $102,245+14.5% | $89,340+31.1% | $137,256-14.7% |
| Participation rate | 80.0% | 74.9%+5.1pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 16.47% | 21.89%-5.4pp | 20.57%-4.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $19,822 | $2,529+683.8% | $2,231+788.4% | $4,156+377.0% |
| Participant deferral / active EE | $9,689 | $4,436+118.4% | $3,823+153.4% | $6,407+51.2% |
| Admin fee / account holder | $813 | $8,085-89.9% | $6,704-87.9% | $12,270-93.4% |