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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 | $36,495 | $181,896-79.9% | $156,551-76.7% | $273,972-86.7% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 10.76% | 30.74%-20.0pp | 32.23%-21.5pp | 41.46%-30.7pp |
| Employer contribution / active EE | $10,298 | $6,248+64.8% | $5,501+87.2% | $4,869+111.5% |
| Participant deferral / active EE | $7,388 | $5,550+33.1% | $4,871+51.7% | $5,287+39.7% |
| Admin fee / account holder | $1,165 | $15,560-92.5% | $13,028-91.1% | $10,133-88.5% |