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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 | $99,945 | $110,212-9.3% | $96,534+3.5% | $139,466-28.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 10.03% | 26.42%-16.4pp | 25.88%-15.9pp | 373.66%-363.6pp |
| Employer contribution / active EE | $4,776 | $3,620+31.9% | $2,965+61.1% | $4,754+0.5% |
| Participant deferral / active EE | $16,294 | $5,547+193.7% | $4,851+235.9% | $6,712+142.8% |
| Admin fee / account holder | $16,586 | $11,599+43.0% | $8,253+101.0% | $11,409+45.4% |