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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 | $126,043 | $135,956-7.3% | $123,894+1.7% | $273,972-54.0% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 8.88% | 56.63%-47.7pp | 47.52%-38.6pp | 41.46%-32.6pp |
| Employer contribution / active EE | $5,308 | $5,170+2.7% | $4,617+15.0% | $4,869+9.0% |
| Participant deferral / active EE | $12,750 | $6,343+101.0% | $5,984+113.1% | $5,287+141.2% |
| Admin fee / account holder | $3,454 | $9,817-64.8% | $8,357-58.7% | $10,133-65.9% |