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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 | $181,435 | $135,956+33.5% | $123,894+46.4% | $273,972-33.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 10.24% | 56.63%-46.4pp | 47.52%-37.3pp | 41.46%-31.2pp |
| Employer contribution / active EE | $9,424 | $5,170+82.3% | $4,617+104.1% | $4,869+93.6% |
| Participant deferral / active EE | $10,605 | $6,343+67.2% | $5,984+77.2% | $5,287+100.6% |
| Admin fee / account holder | $880 | $9,817-91.0% | $8,357-89.5% | $10,133-91.3% |