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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 | $64,039 | $90,486-29.2% | $78,676-18.6% | $273,972-76.6% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 10.68% | 75.62%-64.9pp | 62.19%-51.5pp | 41.46%-30.8pp |
| Employer contribution / active EE | $6,704 | $3,175+111.1% | $2,850+135.2% | $4,869+37.7% |
| Participant deferral / active EE | $10,038 | $3,901+157.3% | $3,517+185.4% | $5,287+89.8% |
| Admin fee / account holder | $786 | $5,263-85.1% | $4,510-82.6% | $10,133-92.2% |