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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 | $136,226 | $181,896-25.1% | $156,551-13.0% | $273,972-50.3% |
| Participation rate | 73.3% | 88.4%-15.1pp | 84.0%-10.7pp | 83.0%-9.7pp |
| Annual return | 11.65% | 30.74%-19.1pp | 32.23%-20.6pp | 41.46%-29.8pp |
| Employer contribution / active EE | $1,364 | $6,248-78.2% | $5,501-75.2% | $4,869-72.0% |
| Participant deferral / active EE | $9,615 | $5,550+73.2% | $4,871+97.4% | $5,287+81.9% |
| Admin fee / account holder | $1,213 | $15,560-92.2% | $13,028-90.7% | $10,133-88.0% |