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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 | $99,663 | $110,212-9.6% | $96,534+3.2% | $139,466-28.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 9.71% | 26.42%-16.7pp | 25.88%-16.2pp | 373.66%-364.0pp |
| Employer contribution / active EE | $19,015 | $3,620+425.3% | $2,965+541.2% | $4,754+300.0% |
| Participant deferral / active EE | $13,321 | $5,547+140.1% | $4,851+174.6% | $6,712+98.5% |
| Admin fee / account holder | $14,947 | $11,599+28.9% | $8,253+81.1% | $11,409+31.0% |