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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 | $159,866 | $135,956+17.6% | $123,894+29.0% | $273,972-41.6% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 6.36% | 56.63%-50.3pp | 47.52%-41.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $11,881 | $5,170+129.8% | $4,617+157.3% | $4,869+144.0% |
| Participant deferral / active EE | $9,211 | $6,343+45.2% | $5,984+53.9% | $5,287+74.2% |
| Admin fee / account holder | $7,163 | $9,817-27.0% | $8,357-14.3% | $10,133-29.3% |