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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 | $185,141-46.4% | $153,416-35.3% | $155,188-36.0% |
| Participation rate | 71.4% | 79.9%-8.5pp | 74.3%-2.9pp | 80.8%-9.4pp |
| Annual return | 17.27% | 18.72%-1.5pp | 17.84%-0.6pp | 148.84%-131.6pp |
| Employer contribution / active EE | $3,538 | $4,489-21.2% | $3,764-6.0% | $4,248-16.7% |
| Participant deferral / active EE | $11,053 | $5,477+101.8% | $4,723+134.0% | $6,531+69.2% |
| Admin fee / account holder | $25,316 | $16,005+58.2% | $13,095+93.3% | $14,480+74.8% |