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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 | $139,561 | $93,345+49.5% | $119,126+17.2% | $87,485+59.5% |
| Participation rate | 76.0% | 68.7%+7.3pp | 75.8%+0.2pp | 68.9%+7.1pp |
| Annual return | 21.08% | 19.08%+2.0pp | 282.11%-261.0pp | 26.06%-5.0pp |
| Employer contribution / active EE | $5,127 | $3,172+61.6% | $4,034+27.1% | $2,596+97.5% |
| Participant deferral / active EE | $6,788 | $4,099+65.6% | $5,318+27.6% | $4,274+58.8% |
| Admin fee / account holder | $29,191 | $8,039+263.1% | $10,693+173.0% | $7,775+275.5% |