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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 | $64,007 | $135,956-52.9% | $123,894-48.3% | $273,972-76.6% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 8.53% | 56.63%-48.1pp | 47.52%-39.0pp | 41.46%-32.9pp |
| Employer contribution / active EE | $9,906 | $5,170+91.6% | $4,617+114.6% | $4,869+103.5% |
| Participant deferral / active EE | $10,042 | $6,343+58.3% | $5,984+67.8% | $5,287+89.9% |
| Admin fee / account holder | $901 | $9,817-90.8% | $8,357-89.2% | $10,133-91.1% |