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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 | $118,962 | $135,956-12.5% | $123,894-4.0% | $273,972-56.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 8.79% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.7pp |
| Employer contribution / active EE | $8,802 | $5,170+70.3% | $4,617+90.6% | $4,869+80.8% |
| Participant deferral / active EE | $11,923 | $6,343+88.0% | $5,984+99.2% | $5,287+125.5% |
| Admin fee / account holder | $3,054 | $9,817-68.9% | $8,357-63.5% | $10,133-69.9% |