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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 | $30,016 | $135,956-77.9% | $123,894-75.8% | $273,972-89.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 8.67% | 56.63%-48.0pp | 47.52%-38.8pp | 41.46%-32.8pp |
| Employer contribution / active EE | $3,740 | $5,170-27.7% | $4,617-19.0% | $4,869-23.2% |
| Participant deferral / active EE | $8,755 | $6,343+38.0% | $5,984+46.3% | $5,287+65.6% |
| Admin fee / account holder | $363 | $9,817-96.3% | $8,357-95.7% | $10,133-96.4% |