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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 | $87,680 | $172,111-49.1% | $150,298-41.7% | $137,256-36.1% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 12.03% | 69.37%-57.3pp | 62.79%-50.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,906 | $4,636-58.9% | $4,154-54.1% | $4,156-54.1% |
| Participant deferral / active EE | $2,140 | $6,166-65.3% | $5,453-60.8% | $6,407-66.6% |
| Admin fee / account holder | $42,703 | $16,471+159.3% | $14,116+202.5% | $12,270+248.0% |