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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 | $76,589 | $81,696-6.3% | $70,494+8.6% | $158,982-51.8% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | 11.26% | 208.70%-197.4pp | 109.16%-97.9pp | 302.99%-291.7pp |
| Employer contribution / active EE | $3,640 | $3,220+13.1% | $2,738+32.9% | $4,763-23.6% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $12,004 | $6,200+93.6% | $3,848+212.0% | $11,252+6.7% |