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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 | $177,477 | $135,956+30.5% | $123,894+43.2% | $273,972-35.2% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 8.41% | 56.63%-48.2pp | 47.52%-39.1pp | 41.46%-33.0pp |
| Employer contribution / active EE | $7,777 | $5,170+50.4% | $4,617+68.5% | $4,869+59.7% |
| Participant deferral / active EE | $8,765 | $6,343+38.2% | $5,984+46.5% | $5,287+65.8% |
| Admin fee / account holder | $67,991 | $9,817+592.6% | $8,357+713.6% | $10,133+571.0% |