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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 | $118,205 | $215,361-45.1% | $171,082-30.9% | $273,972-56.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 3.59% | 25.14%-21.5pp | 32.56%-29.0pp | 41.46%-37.9pp |
| Employer contribution / active EE | $10,750 | $4,967+116.4% | $4,002+168.6% | $4,869+120.8% |
| Participant deferral / active EE | $12,000 | $5,543+116.5% | $4,797+150.1% | $5,287+127.0% |
| Admin fee / account holder | $850 | $10,846-92.2% | $8,520-90.0% | $10,133-91.6% |