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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 | $41,676 | $112,131-62.8% | $95,964-56.6% | $158,982-73.8% |
| Participation rate | 78.9% | 79.0%0pp | 77.1%+1.9pp | 82.0%-3.0pp |
| Annual return | 15.08% | 171.19%-156.1pp | 91.64%-76.6pp | 302.99%-287.9pp |
| Employer contribution / active EE | $3,149 | $3,199-1.6% | $2,541+23.9% | $4,763-33.9% |
| Participant deferral / active EE | $6,209 | $4,784+29.8% | $4,167+49.0% | $5,983+3.8% |
| Admin fee / account holder | $1,496 | $10,136-85.2% | $6,797-78.0% | $11,252-86.7% |