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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 | $232,387 | $135,956+70.9% | $123,894+87.6% | $273,972-15.2% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 9.87% | 56.63%-46.8pp | 47.52%-37.6pp | 41.46%-31.6pp |
| Employer contribution / active EE | $9,016 | $5,170+74.4% | $4,617+95.3% | $4,869+85.2% |
| Participant deferral / active EE | $7,793 | $6,343+22.9% | $5,984+30.2% | $5,287+47.4% |
| Admin fee / account holder | $14,938 | $9,817+52.2% | $8,357+78.7% | $10,133+47.4% |