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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 | $102,102 | $172,111-40.7% | $150,298-32.1% | $137,256-25.6% |
| Participation rate | 76.9% | 81.7%-4.8pp | 77.8%-0.8pp | 80.0%-3.0pp |
| Annual return | 14.85% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,284 | $4,636-50.7% | $4,154-45.0% | $4,156-45.0% |
| Participant deferral / active EE | $4,958 | $6,166-19.6% | $5,453-9.1% | $6,407-22.6% |
| Admin fee / account holder | $39,002 | $16,471+136.8% | $14,116+176.3% | $12,270+217.9% |