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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 | $88,077 | $114,013-22.7% | $103,693-15.1% | $155,188-43.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 80.8%-5.8pp |
| Annual return | 8.86% | 49.31%-40.4pp | 47.61%-38.7pp | 148.84%-140.0pp |
| Employer contribution / active EE | $10,205 | $3,131+225.9% | $2,920+249.4% | $4,248+140.2% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,651 | $8,407-68.5% | $7,858-66.3% | $14,480-81.7% |