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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 | $248,967 | $135,956+83.1% | $123,894+101.0% | $273,972-9.1% |
| Participation rate | 94.4% | 84.1%+10.4pp | 81.4%+13.0pp | 83.0%+11.4pp |
| Annual return | 8.18% | 56.63%-48.5pp | 47.52%-39.3pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,857 | $5,170-64.1% | $4,617-59.8% | $4,869-61.9% |
| Participant deferral / active EE | $8,723 | $6,343+37.5% | $5,984+45.8% | $5,287+65.0% |
| Admin fee / account holder | $22,031 | $9,817+124.4% | $8,357+163.6% | $10,133+117.4% |