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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 | $245,080 | $135,956+80.3% | $123,894+97.8% | $273,972-10.5% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 8.47% | 56.63%-48.2pp | 47.52%-39.1pp | 41.46%-33.0pp |
| Employer contribution / active EE | $8,226 | $5,170+59.1% | $4,617+78.2% | $4,869+68.9% |
| Participant deferral / active EE | $8,718 | $6,343+37.5% | $5,984+45.7% | $5,287+64.9% |
| Admin fee / account holder | $1,819 | $9,817-81.5% | $8,357-78.2% | $10,133-82.0% |