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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 | $85,730 | $181,896-52.9% | $156,551-45.2% | $273,972-68.7% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 9.59% | 30.74%-21.2pp | 32.23%-22.6pp | 41.46%-31.9pp |
| Employer contribution / active EE | $9,140 | $6,248+46.3% | $5,501+66.1% | $4,869+87.7% |
| Participant deferral / active EE | $5,719 | $5,550+3.0% | $4,871+17.4% | $5,287+8.2% |
| Admin fee / account holder | $3,560 | $15,560-77.1% | $13,028-72.7% | $10,133-64.9% |