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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 | $159,970 | $125,184+27.8% | $105,607+51.5% | $145,884+9.7% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 10.20% | 225.00%-214.8pp | 116.11%-105.9pp | 551.85%-541.6pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,519 | $5,714+14.1% | $5,011+30.1% | $6,690-2.5% |
| Admin fee / account holder | $3,842 | $17,133-77.6% | $10,958-64.9% | $13,392-71.3% |