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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 | $95,677 | $106,247-9.9% | $96,515-0.9% | $139,466-31.4% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 34.24% | 38.47%-4.2pp | 35.73%-1.5pp | 373.66%-339.4pp |
| Employer contribution / active EE | $3,895 | $4,106-5.1% | $3,740+4.1% | $4,754-18.1% |
| Participant deferral / active EE | $8,209 | $5,456+50.5% | $4,880+68.2% | $6,712+22.3% |
| Admin fee / account holder | $1,852 | $7,885-76.5% | $6,735-72.5% | $11,409-83.8% |