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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 | $78,572 | $181,896-56.8% | $156,551-49.8% | $273,972-71.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 8.53% | 30.74%-22.2pp | 32.23%-23.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $3,113 | $6,248-50.2% | $5,501-43.4% | $4,869-36.1% |
| Participant deferral / active EE | $10,555 | $5,550+90.2% | $4,871+116.7% | $5,287+99.6% |
| Admin fee / account holder | $1,125 | $15,560-92.8% | $13,028-91.4% | $10,133-88.9% |