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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 | $193,068 | $152,619+26.5% | $125,195+54.2% | $152,909+26.3% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 31.22% | 54.85%-23.6pp | 43.79%-12.6pp | 345.46%-314.2pp |
| Employer contribution / active EE | $1,955 | $4,947-60.5% | $3,866-49.4% | $4,764-59.0% |
| Participant deferral / active EE | $6,036 | $5,869+2.9% | $4,937+22.3% | $5,851+3.2% |
| Admin fee / account holder | $306 | $13,437-97.7% | $9,704-96.8% | $11,601-97.4% |