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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 | $108,165 | $166,268-34.9% | $165,100-34.5% | $145,897-25.9% |
| Participation rate | 82.4% | 82.0%+0.3pp | 78.6%+3.7pp | 80.3%+2.0pp |
| Annual return | 9.18% | 100.52%-91.3pp | 70.21%-61.0pp | 552.29%-543.1pp |
| Employer contribution / active EE | $1,754 | $5,284-66.8% | $4,348-59.7% | $4,663-62.4% |
| Participant deferral / active EE | $4,725 | $6,964-32.2% | $6,035-21.7% | $6,689-29.4% |
| Admin fee / account holder | $3,815 | $16,659-77.1% | $12,696-70.0% | $13,390-71.5% |