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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 | $99,830 | $181,896-45.1% | $156,551-36.2% | $273,972-63.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 7.46% | 30.74%-23.3pp | 32.23%-24.8pp | 41.46%-34.0pp |
| Employer contribution / active EE | $8,173 | $6,248+30.8% | $5,501+48.6% | $4,869+67.9% |
| Participant deferral / active EE | $7,787 | $5,550+40.3% | $4,871+59.9% | $5,287+47.3% |
| Admin fee / account holder | $3,149 | $15,560-79.8% | $13,028-75.8% | $10,133-68.9% |