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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 | $91,205 | $153,769-40.7% | $133,975-31.9% | $273,972-66.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 7.82% | 36.51%-28.7pp | 29.29%-21.5pp | 41.46%-33.6pp |
| Employer contribution / active EE | $11,689 | $6,029+93.9% | $5,211+124.3% | $4,869+140.1% |
| Participant deferral / active EE | $8,965 | $6,958+28.8% | $6,282+42.7% | $5,287+69.6% |
| Admin fee / account holder | $376 | $11,765-96.8% | $9,324-96.0% | $10,133-96.3% |