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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 | $231,902 | $135,956+70.6% | $123,894+87.2% | $273,972-15.4% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 14.17% | 56.63%-42.5pp | 47.52%-33.3pp | 41.46%-27.3pp |
| Employer contribution / active EE | $7,583 | $5,170+46.7% | $4,617+64.2% | $4,869+55.7% |
| Participant deferral / active EE | $9,030 | $6,343+42.4% | $5,984+50.9% | $5,287+70.8% |
| Admin fee / account holder | $18,080 | $9,817+84.2% | $8,357+116.3% | $10,133+78.4% |