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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 | $120,116 | $152,592-21.3% | $125,180-4.0% | $152,885-21.4% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 20.31% | 54.84%-34.5pp | 43.79%-23.5pp | 345.39%-325.1pp |
| Employer contribution / active EE | $2,283 | $4,947-53.8% | $3,866-40.9% | $4,763-52.1% |
| Participant deferral / active EE | $5,161 | $5,868-12.1% | $4,937+4.5% | $5,851-11.8% |
| Admin fee / account holder | $20,470 | $13,435+52.4% | $9,703+111.0% | $11,598+76.5% |