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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 | $49,911 | $135,956-63.3% | $123,894-59.7% | $273,972-81.8% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 9.28% | 56.63%-47.3pp | 47.52%-38.2pp | 41.46%-32.2pp |
| Employer contribution / active EE | $8,333 | $5,170+61.2% | $4,617+80.5% | $4,869+71.2% |
| Participant deferral / active EE | $4,925 | $6,343-22.4% | $5,984-17.7% | $5,287-6.9% |
| Admin fee / account holder | $920 | $9,817-90.6% | $8,357-89.0% | $10,133-90.9% |