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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 | $222,126 | $135,956+63.4% | $123,894+79.3% | $273,972-18.9% |
| Participation rate | 76.2% | 84.1%-7.9pp | 81.4%-5.2pp | 83.0%-6.8pp |
| Annual return | 8.48% | 56.63%-48.1pp | 47.52%-39.0pp | 41.46%-33.0pp |
| Employer contribution / active EE | $14,286 | $5,170+176.3% | $4,617+209.4% | $4,869+193.4% |
| Participant deferral / active EE | $6,508 | $6,343+2.6% | $5,984+8.7% | $5,287+23.1% |
| Admin fee / account holder | $1,250 | $9,817-87.3% | $8,357-85.0% | $10,133-87.7% |