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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 | $239,049 | $181,896+31.4% | $156,551+52.7% | $273,972-12.7% |
| Participation rate | 94.7% | 88.4%+6.4pp | 84.0%+10.7pp | 83.0%+11.7pp |
| Annual return | 8.36% | 30.74%-22.4pp | 32.23%-23.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $12,442 | $6,248+99.1% | $5,501+126.2% | $4,869+155.6% |
| Participant deferral / active EE | $9,213 | $5,550+66.0% | $4,871+89.1% | $5,287+74.2% |
| Admin fee / account holder | $426 | $15,560-97.3% | $13,028-96.7% | $10,133-95.8% |