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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 | $99,680 | $107,733-7.5% | $92,985+7.2% | $154,746-35.6% |
| Participation rate | 75.0% | 74.6%+0.4pp | 69.5%+5.5pp | 80.7%-5.7pp |
| Annual return | 16.34% | 30.39%-14.0pp | 27.99%-11.6pp | 172.34%-156.0pp |
| Employer contribution / active EE | $5,167 | $3,126+65.3% | $2,662+94.1% | $4,379+18.0% |
| Participant deferral / active EE | $10,850 | $5,053+114.7% | $4,377+147.9% | $6,730+61.2% |
| Admin fee / account holder | $10,996 | $11,369-3.3% | $9,463+16.2% | $14,365-23.5% |