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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 | $133,494 | $98,776+35.1% | $149,745-10.9% | $79,856+67.2% |
| Participation rate | 75.8% | 75.8%0pp | 82.5%-6.7pp | 69.6%+6.1pp |
| Annual return | 20.02% | 27.38%-7.4pp | 276.72%-256.7pp | 31.71%-11.7pp |
| Employer contribution / active EE | $5,676 | $3,217+76.4% | $4,646+22.2% | $2,471+129.7% |
| Participant deferral / active EE | $6,904 | $5,681+21.5% | $6,843+0.9% | $3,741+84.6% |
| Admin fee / account holder | $10,193 | $6,053+68.4% | $9,312+9.5% | $5,306+92.1% |