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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 | $114,600 | $96,691+18.5% | $86,656+32.2% | $139,487-17.8% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 11.19% | 106.87%-95.7pp | 593.09%-581.9pp | 373.84%-362.7pp |
| Employer contribution / active EE | $1,576 | $3,267-51.8% | $3,025-47.9% | $4,755-66.9% |
| Participant deferral / active EE | $3,612 | $4,838-25.3% | $4,439-18.6% | $6,713-46.2% |
| Admin fee / account holder | $1,730 | $6,414-73.0% | $5,619-69.2% | $11,407-84.8% |