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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 | $230,509 | $135,956+69.5% | $123,894+86.1% | $273,972-15.9% |
| Participation rate | 76.9% | 84.1%-7.1pp | 81.4%-4.5pp | 83.0%-6.1pp |
| Annual return | 6.73% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,784 | $5,170-46.1% | $4,617-39.7% | $4,869-42.8% |
| Participant deferral / active EE | $10,228 | $6,343+61.3% | $5,984+70.9% | $5,287+93.4% |
| Admin fee / account holder | $7,291 | $9,817-25.7% | $8,357-12.8% | $10,133-28.0% |