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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 | $88,921 | $171,930-48.3% | $151,266-41.2% | $154,746-42.5% |
| Participation rate | 76.5% | 80.5%-4.1pp | 77.0%-0.5pp | 80.7%-4.2pp |
| Annual return | 26.22% | 242.03%-215.8pp | 180.60%-154.4pp | 172.34%-146.1pp |
| Employer contribution / active EE | $5,468 | $4,710+16.1% | $4,237+29.1% | $4,379+24.9% |
| Participant deferral / active EE | $11,480 | $8,191+40.2% | $7,337+56.5% | $6,730+70.6% |
| Admin fee / account holder | $3,571 | $15,803-77.4% | $13,159-72.9% | $14,365-75.1% |