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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 | $189,187 | $254,759-25.7% | $216,567-12.6% | $198,609-4.7% |
| Participation rate | 81.0% | 84.5%-3.6pp | 81.6%-0.7pp | 82.4%-1.4pp |
| Annual return | 17.24% | 10.04%+7.2pp | 12.94%+4.3pp | 202.70%-185.5pp |
| Employer contribution / active EE | $9,612 | $6,096+57.7% | $5,216+84.3% | $5,055+90.1% |
| Participant deferral / active EE | $7,319 | $6,948+5.3% | $6,191+18.2% | $6,977+4.9% |
| Admin fee / account holder | $6,967 | $26,311-73.5% | $21,981-68.3% | $19,030-63.4% |