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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 | $99,296 | $212,777-53.3% | $173,703-42.8% | $198,609-50.0% |
| Participation rate | 71.4% | 81.1%-9.6pp | 75.9%-4.5pp | 82.4%-10.9pp |
| Annual return | 17.27% | 18.82%-1.6pp | 17.46%-0.2pp | 202.70%-185.4pp |
| Employer contribution / active EE | $3,538 | $5,214-32.1% | $4,288-17.5% | $5,055-30.0% |
| Participant deferral / active EE | $11,053 | $5,697+94.0% | $4,854+127.7% | $6,977+58.4% |
| Admin fee / account holder | $25,316 | $19,536+29.6% | $15,562+62.7% | $19,030+33.0% |