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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 | $69,783 | $115,814-39.7% | $101,275-31.1% | $158,982-56.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 17.51% | 56.16%-38.6pp | 46.48%-29.0pp | 302.99%-285.5pp |
| Employer contribution / active EE | $15,111 | $4,176+261.9% | $3,660+312.9% | $4,763+217.3% |
| Participant deferral / active EE | $8,125 | $4,958+63.9% | $4,371+85.9% | $5,983+35.8% |
| Admin fee / account holder | $11,095 | $7,249+53.1% | $5,948+86.5% | $11,252-1.4% |