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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 | $110,564 | $166,131-33.4% | $164,975-33.0% | $145,877-24.2% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.6%+5.6pp | 80.3%+3.9pp |
| Annual return | 10.33% | 100.37%-90.0pp | 70.12%-59.8pp | 551.28%-541.0pp |
| Employer contribution / active EE | $2,121 | $5,276-59.8% | $4,343-51.2% | $4,663-54.5% |
| Participant deferral / active EE | $3,263 | $6,962-53.1% | $6,033-45.9% | $6,691-51.2% |
| Admin fee / account holder | $5,671 | $16,648-65.9% | $12,688-55.3% | $13,402-57.7% |