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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 | $207,137 | $213,785-3.1% | $185,441+11.7% | $155,188+33.5% |
| Participation rate | 80.0% | 83.2%-3.2pp | 80.3%-0.3pp | 80.8%-0.8pp |
| Annual return | 9.44% | 19.97%-10.5pp | 20.16%-10.7pp | 148.84%-139.4pp |
| Employer contribution / active EE | $6,814 | $5,393+26.3% | $4,672+45.8% | $4,248+60.4% |
| Participant deferral / active EE | $8,811 | $6,864+28.4% | $6,152+43.2% | $6,531+34.9% |
| Admin fee / account holder | $2,933 | $21,134-86.1% | $17,890-83.6% | $14,480-79.7% |