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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 | $56,306 | $181,896-69.0% | $156,551-64.0% | $273,972-79.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 7.84% | 30.74%-22.9pp | 32.23%-24.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $11,688 | $6,248+87.1% | $5,501+112.5% | $4,869+140.1% |
| Participant deferral / active EE | $8,885 | $5,550+60.1% | $4,871+82.4% | $5,287+68.0% |
| Admin fee / account holder | $3,140 | $15,560-79.8% | $13,028-75.9% | $10,133-69.0% |