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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 | $79,990 | $135,956-41.2% | $123,894-35.4% | $273,972-70.8% |
| Participation rate | 72.2% | 84.1%-11.8pp | 81.4%-9.2pp | 83.0%-10.8pp |
| Annual return | 8.38% | 56.63%-48.2pp | 47.52%-39.1pp | 41.46%-33.1pp |
| Employer contribution / active EE | $10,027 | $5,170+94.0% | $4,617+117.2% | $4,869+106.0% |
| Participant deferral / active EE | $2,931 | $6,343-53.8% | $5,984-51.0% | $5,287-44.6% |
| Admin fee / account holder | $770 | $9,817-92.2% | $8,357-90.8% | $10,133-92.4% |