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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 | $146,470 | $184,014-20.4% | $161,149-9.1% | $138,895+5.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.8%+1.2pp | 79.9%+0.1pp |
| Annual return | 14.86% | 21.52%-6.7pp | 21.16%-6.3pp | 145.39%-130.5pp |
| Employer contribution / active EE | $8,093 | $5,055+60.1% | $4,360+85.6% | $4,194+92.9% |
| Participant deferral / active EE | $9,400 | $6,909+36.0% | $6,153+52.8% | $6,396+47.0% |
| Admin fee / account holder | $810 | $18,027-95.5% | $15,194-94.7% | $12,562-93.5% |