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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 | $34,313 | $135,956-74.8% | $123,894-72.3% | $273,972-87.5% |
| Participation rate | 81.0% | 84.1%-3.1pp | 81.4%-0.5pp | 83.0%-2.1pp |
| Annual return | 11.24% | 56.63%-45.4pp | 47.52%-36.3pp | 41.46%-30.2pp |
| Employer contribution / active EE | $7,004 | $5,170+35.5% | $4,617+51.7% | $4,869+43.8% |
| Participant deferral / active EE | $9,607 | $6,343+51.5% | $5,984+60.5% | $5,287+81.7% |
| Admin fee / account holder | $9,382 | $9,817-4.4% | $8,357+12.3% | $10,133-7.4% |