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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 | $213,785-31.5% | $185,441-21.0% | $155,188-5.6% |
| Participation rate | 80.0% | 83.2%-3.2pp | 80.3%-0.3pp | 80.8%-0.8pp |
| Annual return | 14.86% | 19.97%-5.1pp | 20.16%-5.3pp | 148.84%-134.0pp |
| Employer contribution / active EE | $8,093 | $5,393+50.1% | $4,672+73.2% | $4,248+90.5% |
| Participant deferral / active EE | $9,400 | $6,864+36.9% | $6,152+52.8% | $6,531+43.9% |
| Admin fee / account holder | $810 | $21,134-96.2% | $17,890-95.5% | $14,480-94.4% |