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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 | $114,192 | $166,242-31.3% | $165,071-30.8% | $145,884-21.7% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.6%-0.1pp | 80.3%-1.7pp |
| Annual return | 111.92% | 100.44%+11.5pp | 70.17%+41.7pp | 551.85%-439.9pp |
| Employer contribution / active EE | $4,322 | $5,283-18.2% | $4,347-0.6% | $4,662-7.3% |
| Participant deferral / active EE | $7,008 | $6,964+0.6% | $6,035+16.1% | $6,690+4.8% |
| Admin fee / account holder | $23,940 | $16,658+43.7% | $12,695+88.6% | $13,392+78.8% |