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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 | $106,251 | $181,896-41.6% | $156,551-32.1% | $273,972-61.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 11.98% | 30.74%-18.8pp | 32.23%-20.2pp | 41.46%-29.5pp |
| Employer contribution / active EE | $9,294 | $6,248+48.7% | $5,501+68.9% | $4,869+90.9% |
| Participant deferral / active EE | $10,603 | $5,550+91.0% | $4,871+117.7% | $5,287+100.5% |
| Admin fee / account holder | $8,218 | $15,560-47.2% | $13,028-36.9% | $10,133-18.9% |