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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 | $113,091 | $181,896-37.8% | $156,551-27.8% | $273,972-58.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 6.41% | 30.74%-24.3pp | 32.23%-25.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $9,479 | $6,248+51.7% | $5,501+72.3% | $4,869+94.7% |
| Participant deferral / active EE | $4,990 | $5,550-10.1% | $4,871+2.4% | $5,287-5.6% |
| Admin fee / account holder | $665 | $15,560-95.7% | $13,028-94.9% | $10,133-93.4% |