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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 | $224,000 | $181,896+23.1% | $156,551+43.1% | $273,972-18.2% |
| Participation rate | 76.5% | 88.4%-11.9pp | 84.0%-7.5pp | 83.0%-6.5pp |
| Annual return | 8.52% | 30.74%-22.2pp | 32.23%-23.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $9,024 | $6,248+44.4% | $5,501+64.0% | $4,869+85.3% |
| Participant deferral / active EE | $5,317 | $5,550-4.2% | $4,871+9.1% | $5,287+0.6% |
| Admin fee / account holder | $15,216 | $15,560-2.2% | $13,028+16.8% | $10,133+50.2% |