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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 | $36,926 | $181,896-79.7% | $156,551-76.4% | $273,972-86.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 9.55% | 30.74%-21.2pp | 32.23%-22.7pp | 41.46%-31.9pp |
| Employer contribution / active EE | $4,636 | $6,248-25.8% | $5,501-15.7% | $4,869-4.8% |
| Participant deferral / active EE | $8,416 | $5,550+51.6% | $4,871+72.8% | $5,287+59.2% |
| Admin fee / account holder | $4,407 | $15,560-71.7% | $13,028-66.2% | $10,133-56.5% |