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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 | $184,014-48.3% | $161,149-41.0% | $138,895-31.5% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.8%-1.1pp | 79.9%-2.1pp |
| Annual return | 19.65% | 21.52%-1.9pp | 21.16%-1.5pp | 145.39%-125.7pp |
| Employer contribution / active EE | $4,333 | $5,055-14.3% | $4,360-0.6% | $4,194+3.3% |
| Participant deferral / active EE | $13,356 | $6,909+93.3% | $6,153+117.1% | $6,396+108.8% |
| Admin fee / account holder | $1,095 | $18,027-93.9% | $15,194-92.8% | $12,562-91.3% |