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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 | $94,237 | $125,184-24.7% | $105,607-10.8% | $145,884-35.4% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 11.19% | 225.00%-213.8pp | 116.11%-104.9pp | 551.85%-540.7pp |
| Employer contribution / active EE | $2,435 | $3,720-34.5% | $3,167-23.1% | $4,662-47.8% |
| Participant deferral / active EE | $5,772 | $5,714+1.0% | $5,011+15.2% | $6,690-13.7% |
| Admin fee / account holder | $58,440 | $17,133+241.1% | $10,958+433.3% | $13,392+336.4% |