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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 | $237,465 | $135,956+74.7% | $123,894+91.7% | $273,972-13.3% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 8.38% | 56.63%-48.3pp | 47.52%-39.1pp | 41.46%-33.1pp |
| Employer contribution / active EE | $8,141 | $5,170+57.5% | $4,617+76.3% | $4,869+67.2% |
| Participant deferral / active EE | $5,506 | $6,343-13.2% | $5,984-8.0% | $5,287+4.1% |
| Admin fee / account holder | $30,450 | $9,817+210.2% | $8,357+264.4% | $10,133+200.5% |