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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 | $106,988 | $115,814-7.6% | $101,275+5.6% | $158,982-32.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 13.79% | 56.16%-42.4pp | 46.48%-32.7pp | 302.99%-289.2pp |
| Employer contribution / active EE | $4,888 | $4,176+17.1% | $3,660+33.5% | $4,763+2.6% |
| Participant deferral / active EE | $12,488 | $4,958+151.9% | $4,371+185.7% | $5,983+108.7% |
| Admin fee / account holder | $4,906 | $7,249-32.3% | $5,948-17.5% | $11,252-56.4% |