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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 | $99,420 | $181,896-45.3% | $156,551-36.5% | $273,972-63.7% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 10.22% | 30.74%-20.5pp | 32.23%-22.0pp | 41.46%-31.2pp |
| Employer contribution / active EE | $9,639 | $6,248+54.3% | $5,501+75.2% | $4,869+98.0% |
| Participant deferral / active EE | $6,265 | $5,550+12.9% | $4,871+28.6% | $5,287+18.5% |
| Admin fee / account holder | $358 | $15,560-97.7% | $13,028-97.2% | $10,133-96.5% |