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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 | $93,971 | $196,972-52.3% | $182,262-48.4% | $198,609-52.7% |
| Participation rate | 85.7% | 85.7%0pp | 84.2%+1.5pp | 82.4%+3.3pp |
| Annual return | 17.32% | 158.27%-141.0pp | 140.60%-123.3pp | 202.70%-185.4pp |
| Employer contribution / active EE | $2,372 | $5,364-55.8% | $5,046-53.0% | $5,055-53.1% |
| Participant deferral / active EE | $4,642 | $8,643-46.3% | $8,276-43.9% | $6,977-33.5% |
| Admin fee / account holder | $11,040 | $18,429-40.1% | $16,712-33.9% | $19,030-42.0% |