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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 | $185,685 | $209,336-11.3% | $197,124-5.8% | $137,256+35.3% |
| Participation rate | 73.9% | 87.3%-13.4pp | 86.7%-12.8pp | 80.0%-6.0pp |
| Annual return | 0.00% | 48.09%-48.1pp | 44.34%-44.3pp | 220.34%-220.3pp |
| Employer contribution / active EE | $4,019 | $6,591-39.0% | $6,227-35.5% | $4,156-3.3% |
| Participant deferral / active EE | $9,659 | $9,614+0.5% | $9,135+5.7% | $6,407+50.8% |
| Admin fee / account holder | $3,473 | $17,308-79.9% | $16,298-78.7% | $12,270-71.7% |