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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 | $217,567 | $135,956+60.0% | $123,894+75.6% | $273,972-20.6% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 6.05% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $10,590 | $5,170+104.8% | $4,617+129.4% | $4,869+117.5% |
| Participant deferral / active EE | $6,373 | $6,343+0.5% | $5,984+6.5% | $5,287+20.5% |
| Admin fee / account holder | $812 | $9,817-91.7% | $8,357-90.3% | $10,133-92.0% |