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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 | $116,425 | $107,353+8.5% | $92,903+25.3% | $152,885-23.8% |
| Participation rate | 73.3% | 79.8%-6.5pp | 76.0%-2.7pp | 82.5%-9.1pp |
| Annual return | 21.76% | 145.62%-123.9pp | 109.43%-87.7pp | 345.39%-323.6pp |
| Employer contribution / active EE | $1,297 | $4,222-69.3% | $3,653-64.5% | $4,763-72.8% |
| Participant deferral / active EE | $3,232 | $4,848-33.3% | $4,238-23.7% | $5,851-44.8% |
| Admin fee / account holder | $17,448 | $7,081+146.4% | $5,795+201.1% | $11,598+50.4% |