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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 | $87,006 | $99,079-12.2% | $78,002+11.5% | $273,972-68.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.5%-0.5pp | 83.0%-8.0pp |
| Annual return | 8.90% | 217.93%-209.0pp | 425.99%-417.1pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,751 | $3,308-47.1% | $2,470-29.1% | $4,869-64.0% |
| Participant deferral / active EE | $2,094 | $4,306-51.4% | $3,497-40.1% | $5,287-60.4% |
| Admin fee / account holder | $643 | $8,954-92.8% | $5,481-88.3% | $10,133-93.6% |