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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 | $196,751 | $135,956+44.7% | $123,894+58.8% | $273,970-28.2% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 8.70% | 56.63%-47.9pp | 47.52%-38.8pp | 41.46%-32.8pp |
| Employer contribution / active EE | $3,455 | $5,170-33.2% | $4,617-25.2% | $4,869-29.0% |
| Participant deferral / active EE | $8,677 | $6,343+36.8% | $5,984+45.0% | $5,287+64.1% |
| Admin fee / account holder | $1,535 | $9,817-84.4% | $8,357-81.6% | $10,132-84.9% |