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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 | $125,193-14.3% | $105,591+1.6% | $145,978-26.5% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 17.61% | 225.53%-207.9pp | 116.43%-98.8pp | 550.52%-532.9pp |
| Employer contribution / active EE | $1,634 | $3,718-56.0% | $3,166-48.4% | $4,662-64.9% |
| Participant deferral / active EE | $5,546 | $5,708-2.8% | $5,008+10.7% | $6,690-17.1% |
| Admin fee / account holder | $71,439 | $17,277+313.5% | $11,024+548.0% | $13,400+433.1% |