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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 | $111,481 | $116,203-4.1% | $93,621+19.1% | $152,897-27.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.8%-0.8pp | 82.5%-7.5pp |
| Annual return | 24.96% | 35.96%-11.0pp | 32.76%-7.8pp | 345.43%-320.5pp |
| Employer contribution / active EE | $2,005 | $3,219-37.7% | $2,719-26.3% | $4,764-57.9% |
| Participant deferral / active EE | $13,400 | $4,605+191.0% | $4,070+229.3% | $5,851+129.0% |
| Admin fee / account holder | $50,013 | $10,751+365.2% | $7,890+533.9% | $11,599+331.2% |