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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 | $139,167 | $213,785-34.9% | $185,441-25.0% | $155,188-10.3% |
| Participation rate | 80.0% | 83.2%-3.2pp | 80.3%-0.3pp | 80.8%-0.8pp |
| Annual return | 15.16% | 19.97%-4.8pp | 20.16%-5.0pp | 148.84%-133.7pp |
| Employer contribution / active EE | $4,737 | $5,393-12.2% | $4,672+1.4% | $4,248+11.5% |
| Participant deferral / active EE | $6,746 | $6,864-1.7% | $6,152+9.7% | $6,531+3.3% |
| Admin fee / account holder | $19,423 | $21,134-8.1% | $17,890+8.6% | $14,480+34.1% |