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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 | $107,320 | $125,237-14.3% | $105,608+1.6% | $145,877-26.4% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 17.61% | 225.76%-208.2pp | 116.50%-98.9pp | 551.28%-533.7pp |
| Employer contribution / active EE | $1,634 | $3,720-56.1% | $3,167-48.4% | $4,663-64.9% |
| Participant deferral / active EE | $5,546 | $5,711-2.9% | $5,010+10.7% | $6,691-17.1% |
| Admin fee / account holder | $71,439 | $17,287+313.2% | $11,028+547.8% | $13,402+433.0% |