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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 | $95,142 | $199,109-52.2% | $173,730-45.2% | $154,746-38.5% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.6%-1.8pp | 80.7%-2.9pp |
| Annual return | 19.65% | 20.02%-0.4pp | 19.96%-0.3pp | 172.34%-152.7pp |
| Employer contribution / active EE | $4,333 | $5,311-18.4% | $4,577-5.3% | $4,379-1.1% |
| Participant deferral / active EE | $13,356 | $7,113+87.8% | $6,326+111.1% | $6,730+98.5% |
| Admin fee / account holder | $1,095 | $20,916-94.8% | $17,523-93.8% | $14,365-92.4% |