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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 | $118,852 | $213,785-44.4% | $185,441-35.9% | $155,188-23.4% |
| Participation rate | 80.0% | 83.2%-3.2pp | 80.3%-0.3pp | 80.8%-0.8pp |
| Annual return | 15.76% | 19.97%-4.2pp | 20.16%-4.4pp | 148.84%-133.1pp |
| Employer contribution / active EE | $6,304 | $5,393+16.9% | $4,672+34.9% | $4,248+48.4% |
| Participant deferral / active EE | $5,897 | $6,864-14.1% | $6,152-4.1% | $6,531-9.7% |
| Admin fee / account holder | $1,797 | $21,134-91.5% | $17,890-90.0% | $14,480-87.6% |