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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 | $89,306 | $110,379-19.1% | $102,412-12.8% | $145,884-38.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 10.89% | 24.84%-13.9pp | 24.94%-14.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $3,601 | $4,216-14.6% | $3,870-7.0% | $4,662-22.8% |
| Participant deferral / active EE | $11,837 | $5,622+110.6% | $5,060+133.9% | $6,690+76.9% |
| Admin fee / account holder | $10,945 | $9,745+12.3% | $8,388+30.5% | $13,392-18.3% |