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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 | $110,192 | $112,121-1.7% | $95,960+14.8% | $158,966-30.7% |
| Participation rate | 70.0% | 79.0%-9.0pp | 77.1%-7.1pp | 82.0%-12.0pp |
| Annual return | 12.07% | 171.16%-159.1pp | 91.63%-79.6pp | 302.95%-290.9pp |
| Employer contribution / active EE | $1,789 | $3,199-44.1% | $2,541-29.6% | $4,762-62.4% |
| Participant deferral / active EE | $3,755 | $4,784-21.5% | $4,167-9.9% | $5,983-37.2% |
| Admin fee / account holder | $17,271 | $10,135+70.4% | $6,797+154.1% | $11,250+53.5% |