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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 | $118,935 | $125,184-5.0% | $105,607+12.6% | $145,884-18.5% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 19.44% | 225.00%-205.6pp | 116.11%-96.7pp | 551.85%-532.4pp |
| Employer contribution / active EE | $1,485 | $3,720-60.1% | $3,167-53.1% | $4,662-68.1% |
| Participant deferral / active EE | $7,918 | $5,714+38.6% | $5,011+58.0% | $6,690+18.4% |
| Admin fee / account holder | $747 | $17,133-95.6% | $10,958-93.2% | $13,392-94.4% |