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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 | $222,250 | $135,956+63.5% | $123,894+79.4% | $273,972-18.9% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 8.38% | 56.63%-48.2pp | 47.52%-39.1pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,045 | $5,170-79.8% | $4,617-77.4% | $4,869-78.5% |
| Participant deferral / active EE | $9,679 | $6,343+52.6% | $5,984+61.7% | $5,287+83.1% |
| Admin fee / account holder | $8,742 | $9,817-11.0% | $8,357+4.6% | $10,133-13.7% |