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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 | $101,685 | $148,623-31.6% | $135,974-25.2% | $139,466-27.1% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 44.49% | 79.30%-34.8pp | 68.30%-23.8pp | 373.66%-329.2pp |
| Employer contribution / active EE | $2,944 | $5,246-43.9% | $4,859-39.4% | $4,754-38.1% |
| Participant deferral / active EE | $6,480 | $8,103-20.0% | $7,760-16.5% | $6,712-3.5% |
| Admin fee / account holder | $3,618 | $12,406-70.8% | $10,767-66.4% | $11,409-68.3% |