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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 | $166,131-34.9% | $164,975-34.4% | $145,877-25.9% |
| Participation rate | 82.4% | 82.0%+0.3pp | 78.6%+3.7pp | 80.3%+2.1pp |
| Annual return | 9.18% | 100.37%-91.2pp | 70.12%-60.9pp | 551.28%-542.1pp |
| Employer contribution / active EE | $1,754 | $5,276-66.8% | $4,343-59.6% | $4,663-62.4% |
| Participant deferral / active EE | $4,725 | $6,962-32.1% | $6,033-21.7% | $6,691-29.4% |
| Admin fee / account holder | $3,815 | $16,648-77.1% | $12,688-69.9% | $13,402-71.5% |