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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 | $125,193+27.8% | $105,591+51.5% | $145,978+9.6% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 10.20% | 225.53%-215.3pp | 116.43%-106.2pp | 550.52%-540.3pp |
| Employer contribution / active EE | $0 | $3,718-100.0% | $3,166-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,519 | $5,708+14.2% | $5,008+30.2% | $6,690-2.5% |
| Admin fee / account holder | $3,842 | $17,277-77.8% | $11,024-65.1% | $13,400-71.3% |