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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 | $126,494 | $127,387-0.7% | $115,038+10.0% | $125,389+0.9% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | 2.31% | 31.28%-29.0pp | 26.14%-23.8pp | 282.24%-279.9pp |
| Employer contribution / active EE | $2,960 | $5,166-42.7% | $4,608-35.8% | $4,866-39.2% |
| Participant deferral / active EE | $10,079 | $6,423+56.9% | $6,026+67.2% | $5,352+88.3% |
| Admin fee / account holder | $13,259 | $9,516+39.3% | $8,175+62.2% | $9,541+39.0% |