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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 | $189,967 | $87,106+118.1% | $105,607+79.9% | $80,935+134.7% |
| Participation rate | 75.5% | 70.4%+5.1pp | 75.3%+0.3pp | 67.7%+7.9pp |
| Annual return | 17.17% | 17.01%+0.2pp | 116.11%-98.9pp | 35.66%-18.5pp |
| Employer contribution / active EE | $3,618 | $2,396+51.0% | $3,167+14.2% | $2,757+31.2% |
| Participant deferral / active EE | $8,103 | $3,986+103.3% | $5,011+61.7% | $4,299+88.5% |
| Admin fee / account holder | $4,938 | $8,447-41.5% | $10,958-54.9% | $6,924-28.7% |