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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 | $68,966 | $135,956-49.3% | $123,894-44.3% | $273,972-74.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 9.58% | 56.63%-47.1pp | 47.52%-37.9pp | 41.46%-31.9pp |
| Employer contribution / active EE | $6,907 | $5,170+33.6% | $4,617+49.6% | $4,869+41.9% |
| Participant deferral / active EE | $7,859 | $6,343+23.9% | $5,984+31.3% | $5,287+48.6% |
| Admin fee / account holder | $883 | $9,817-91.0% | $8,357-89.4% | $10,133-91.3% |