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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 | $212,386-12.6% | $199,883-7.1% | $138,895+33.7% |
| Participation rate | 73.9% | 87.4%-13.5pp | 86.8%-12.9pp | 79.9%-6.0pp |
| Annual return | 0.00% | 47.75%-47.7pp | 43.81%-43.8pp | 145.39%-145.4pp |
| Employer contribution / active EE | $4,019 | $6,625-39.3% | $6,261-35.8% | $4,194-4.2% |
| Participant deferral / active EE | $9,659 | $9,617+0.4% | $9,138+5.7% | $6,396+51.0% |
| Admin fee / account holder | $3,473 | $18,233-81.0% | $17,268-79.9% | $12,562-72.4% |