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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 | $102,204 | $172,111-40.6% | $150,298-32.0% | $137,256-25.5% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 47.15% | 69.37%-22.2pp | 62.79%-15.6pp | 220.34%-173.2pp |
| Employer contribution / active EE | $2,082 | $4,636-55.1% | $4,154-49.9% | $4,156-49.9% |
| Participant deferral / active EE | $10,674 | $6,166+73.1% | $5,453+95.8% | $6,407+66.6% |
| Admin fee / account holder | $832 | $16,471-94.9% | $14,116-94.1% | $12,270-93.2% |