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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 | $105,284+32.6% | $150,734-7.4% | $94,015+48.4% |
| Participation rate | 76.0% | 71.7%+4.3pp | 78.4%-2.4pp | 70.8%+5.2pp |
| Annual return | 21.08% | 15.67%+5.4pp | 600.81%-579.7pp | 17.84%+3.2pp |
| Employer contribution / active EE | $5,127 | $3,599+42.5% | $4,918+4.2% | $2,790+83.7% |
| Participant deferral / active EE | $6,788 | $4,274+58.8% | $5,610+21.0% | $4,249+59.7% |
| Admin fee / account holder | $29,191 | $9,839+196.7% | $14,905+95.8% | $8,951+226.1% |