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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 | $138,791 | $118,488+17.1% | $98,462+41.0% | $139,487-0.5% |
| Participation rate | 75.0% | 77.5%-2.5pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 18.36% | 18.96%-0.6pp | 21.17%-2.8pp | 373.84%-355.5pp |
| Employer contribution / active EE | $2,758 | $3,611-23.6% | $3,049-9.5% | $4,755-42.0% |
| Participant deferral / active EE | $8,281 | $5,393+53.5% | $4,738+74.8% | $6,713+23.4% |
| Admin fee / account holder | $3,963 | $13,868-71.4% | $8,875-55.3% | $11,407-65.3% |