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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 | $171,501 | $125,184+37.0% | $105,607+62.4% | $145,884+17.6% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 9.50% | 225.00%-215.5pp | 116.11%-106.6pp | 551.85%-542.4pp |
| Employer contribution / active EE | $2,836 | $3,720-23.8% | $3,167-10.5% | $4,662-39.2% |
| Participant deferral / active EE | $3,459 | $5,714-39.5% | $5,011-31.0% | $6,690-48.3% |
| Admin fee / account holder | $192,421 | $17,133+1023.1% | $10,958+1656.0% | $13,392+1336.9% |