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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 | $107,969 | $132,099-18.3% | $115,599-6.6% | $138,895-22.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.3%+0.7pp | 79.9%-4.9pp |
| Annual return | 9.41% | 176.76%-167.3pp | 111.10%-101.7pp | 145.39%-136.0pp |
| Employer contribution / active EE | $1,515 | $3,416-55.7% | $2,955-48.7% | $4,194-63.9% |
| Participant deferral / active EE | $7,525 | $5,617+34.0% | $4,889+53.9% | $6,396+17.6% |
| Admin fee / account holder | $60,025 | $15,650+283.5% | $12,841+367.5% | $12,562+377.8% |