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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 | $57,765 | $152,619-62.2% | $125,195-53.9% | $152,909-62.2% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 18.10% | 54.85%-36.7pp | 43.79%-25.7pp | 345.46%-327.4pp |
| Employer contribution / active EE | $3,258 | $4,947-34.2% | $3,866-15.7% | $4,764-31.6% |
| Participant deferral / active EE | $3,059 | $5,869-47.9% | $4,937-38.0% | $5,851-47.7% |
| Admin fee / account holder | $1,694 | $13,437-87.4% | $9,704-82.5% | $11,601-85.4% |