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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 | $114,710 | $152,619-24.8% | $125,195-8.4% | $152,909-25.0% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 27.16% | 54.85%-27.7pp | 43.79%-16.6pp | 345.46%-318.3pp |
| Employer contribution / active EE | $2,241 | $4,947-54.7% | $3,866-42.0% | $4,764-53.0% |
| Participant deferral / active EE | $3,627 | $5,869-38.2% | $4,937-26.5% | $5,851-38.0% |
| Admin fee / account holder | $1,634 | $13,437-87.8% | $9,704-83.2% | $11,601-85.9% |