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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 | $110,477 | $135,956-18.7% | $123,894-10.8% | $273,972-59.7% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 4.85% | 56.63%-51.8pp | 47.52%-42.7pp | 41.46%-36.6pp |
| Employer contribution / active EE | $8,407 | $5,170+62.6% | $4,617+82.1% | $4,869+72.7% |
| Participant deferral / active EE | $8,796 | $6,343+38.7% | $5,984+47.0% | $5,287+66.4% |
| Admin fee / account holder | $354 | $9,817-96.4% | $8,357-95.8% | $10,133-96.5% |