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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 | $99,199 | $106,280-6.7% | $96,538+2.8% | $139,487-28.9% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 17.89% | 38.48%-20.6pp | 35.74%-17.9pp | 373.84%-356.0pp |
| Employer contribution / active EE | $3,735 | $4,107-9.1% | $3,740-0.1% | $4,755-21.4% |
| Participant deferral / active EE | $11,050 | $5,457+102.5% | $4,880+126.4% | $6,713+64.6% |
| Admin fee / account holder | $1,792 | $7,888-77.3% | $6,737-73.4% | $11,407-84.3% |