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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 | $33,281 | $181,896-81.7% | $156,551-78.7% | $273,972-87.9% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 13.86% | 30.74%-16.9pp | 32.23%-18.4pp | 41.46%-27.6pp |
| Employer contribution / active EE | $10,454 | $6,248+67.3% | $5,501+90.0% | $4,869+114.7% |
| Participant deferral / active EE | $10,804 | $5,550+94.7% | $4,871+121.8% | $5,287+104.3% |
| Admin fee / account holder | $1,139 | $15,560-92.7% | $13,028-91.3% | $10,133-88.8% |