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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 | $177,156-44.0% | $147,027-32.5% | $154,746-35.8% |
| Participation rate | 71.4% | 79.4%-7.9pp | 73.7%-2.3pp | 80.7%-9.3pp |
| Annual return | 17.27% | 21.94%-4.7pp | 20.23%-3.0pp | 172.34%-155.1pp |
| Employer contribution / active EE | $3,538 | $4,336-18.4% | $3,626-2.4% | $4,379-19.2% |
| Participant deferral / active EE | $11,053 | $5,797+90.7% | $4,933+124.1% | $6,730+64.2% |
| Admin fee / account holder | $25,316 | $14,904+69.9% | $12,223+107.1% | $14,365+76.2% |