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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 | $96,047 | $106,247-9.6% | $96,515-0.5% | $139,466-31.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 21.26% | 38.47%-17.2pp | 35.73%-14.5pp | 373.66%-352.4pp |
| Employer contribution / active EE | $4,623 | $4,106+12.6% | $3,740+23.6% | $4,754-2.7% |
| Participant deferral / active EE | $11,859 | $5,456+117.4% | $4,880+143.0% | $6,712+76.7% |
| Admin fee / account holder | $639 | $7,885-91.9% | $6,735-90.5% | $11,409-94.4% |