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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 | $102,784 | $110,337-6.8% | $102,383+0.4% | $145,877-29.5% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 10.68% | 24.83%-14.2pp | 24.94%-14.3pp | 551.28%-540.6pp |
| Employer contribution / active EE | $3,240 | $4,216-23.2% | $3,870-16.3% | $4,663-30.5% |
| Participant deferral / active EE | $11,196 | $5,621+99.2% | $5,060+121.3% | $6,691+67.3% |
| Admin fee / account holder | $5,447 | $9,750-44.1% | $8,391-35.1% | $13,402-59.4% |