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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 | $90,529 | $100,938-10.3% | $90,461+0.1% | $158,982-43.1% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.7%+0.6pp | 82.0%-8.6pp |
| Annual return | 31.07% | 1727.20%-1696.1pp | 1294.76%-1263.7pp | 302.99%-271.9pp |
| Employer contribution / active EE | $1,058 | $3,691-71.3% | $3,264-67.6% | $4,763-77.8% |
| Participant deferral / active EE | $1,669 | $4,350-61.6% | $3,964-57.9% | $5,983-72.1% |
| Admin fee / account holder | $19,604 | $6,510+201.2% | $5,617+249.0% | $11,252+74.2% |