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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 | $237,849 | $135,956+74.9% | $123,894+92.0% | $273,972-13.2% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 7.22% | 56.63%-49.4pp | 47.52%-40.3pp | 41.46%-34.2pp |
| Employer contribution / active EE | $15,808 | $5,170+205.8% | $4,617+242.4% | $4,869+224.7% |
| Participant deferral / active EE | $10,525 | $6,343+65.9% | $5,984+75.9% | $5,287+99.1% |
| Admin fee / account holder | $347 | $9,817-96.5% | $8,357-95.8% | $10,133-96.6% |