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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 | $35,555 | $135,956-73.8% | $123,894-71.3% | $273,972-87.0% |
| Participation rate | 73.9% | 84.1%-10.2pp | 81.4%-7.5pp | 83.0%-9.1pp |
| Annual return | 11.36% | 56.63%-45.3pp | 47.52%-36.2pp | 41.46%-30.1pp |
| Employer contribution / active EE | $4,594 | $5,170-11.1% | $4,617-0.5% | $4,869-5.6% |
| Participant deferral / active EE | $9,176 | $6,343+44.7% | $5,984+53.3% | $5,287+73.6% |
| Admin fee / account holder | $924 | $9,817-90.6% | $8,357-88.9% | $10,133-90.9% |