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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 | $151,432 | $176,688-14.3% | $130,660+15.9% | $152,897-1.0% |
| Participation rate | 71.4% | 79.0%-7.5pp | 71.7%-0.3pp | 82.5%-11.0pp |
| Annual return | 18.83% | 2693.08%-2674.3pp | 1709.29%-1690.5pp | 345.43%-326.6pp |
| Employer contribution / active EE | $4,092 | $5,743-28.7% | $4,0920% | $4,764-14.1% |
| Participant deferral / active EE | $6,646 | $4,362+52.4% | $3,603+84.5% | $5,851+13.6% |
| Admin fee / account holder | $1,908 | $7,131-73.2% | $5,463-65.1% | $11,599-83.6% |