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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 | $125,190-14.3% | $105,624+1.6% | $145,897-26.4% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 17.61% | 225.22%-207.6pp | 116.20%-98.6pp | 552.29%-534.7pp |
| Employer contribution / active EE | $1,634 | $3,720-56.1% | $3,168-48.4% | $4,663-64.9% |
| Participant deferral / active EE | $5,546 | $5,716-3.0% | $5,013+10.6% | $6,689-17.1% |
| Admin fee / account holder | $71,439 | $17,138+316.8% | $10,961+551.7% | $13,390+433.5% |