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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 | $106,083 | $196,972-46.1% | $182,262-41.8% | $198,609-46.6% |
| Participation rate | 82.4% | 85.7%-3.3pp | 84.2%-1.9pp | 82.4%0pp |
| Annual return | 12.72% | 158.27%-145.6pp | 140.60%-127.9pp | 202.70%-190.0pp |
| Employer contribution / active EE | $2,703 | $5,364-49.6% | $5,046-46.4% | $5,055-46.5% |
| Participant deferral / active EE | $4,801 | $8,643-44.5% | $8,276-42.0% | $6,977-31.2% |
| Admin fee / account holder | $90,266 | $18,429+389.8% | $16,712+440.1% | $19,030+374.3% |