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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 | $161,352-38.5% | $134,172-26.0% | $137,256-27.7% |
| Participation rate | 71.4% | 78.3%-6.9pp | 72.5%-1.0pp | 80.0%-8.5pp |
| Annual return | 17.27% | 28.72%-11.4pp | 25.30%-8.0pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,538 | $4,099-13.7% | $3,420+3.5% | $4,156-14.9% |
| Participant deferral / active EE | $11,053 | $5,552+99.1% | $4,690+135.6% | $6,407+72.5% |
| Admin fee / account holder | $25,316 | $15,028+68.5% | $12,016+110.7% | $12,270+106.3% |