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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 | $139,568 | $109,359+27.6% | $162,177-13.9% | $72,975+91.3% |
| Participation rate | 88.0% | 84.3%+3.7pp | 87.6%+0.4pp | 69.5%+18.5pp |
| Annual return | 26.94% | 25.46%+1.5pp | 115.60%-88.7pp | 81.01%-54.1pp |
| Employer contribution / active EE | $5,391 | $3,907+38.0% | $5,613-4.0% | $2,440+120.9% |
| Participant deferral / active EE | $5,375 | $5,481-1.9% | $7,297-26.3% | $3,608+49.0% |
| Admin fee / account holder | $8,063 | $7,972+1.1% | $10,843-25.6% | $5,124+57.4% |