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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 | $97,127 | $112,131-13.4% | $95,964+1.2% | $158,982-38.9% |
| Participation rate | 78.9% | 79.0%0pp | 77.1%+1.9pp | 82.0%-3.0pp |
| Annual return | 6.70% | 171.19%-164.5pp | 91.64%-84.9pp | 302.99%-296.3pp |
| Employer contribution / active EE | $4,367 | $3,199+36.5% | $2,541+71.8% | $4,763-8.3% |
| Participant deferral / active EE | $3,883 | $4,784-18.8% | $4,167-6.8% | $5,983-35.1% |
| Admin fee / account holder | $36,071 | $10,136+255.9% | $6,797+430.7% | $11,252+220.6% |