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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 | $42,605 | $154,193-72.4% | $130,045-67.2% | $139,466-69.5% |
| Participation rate | 84.6% | 82.0%+2.7pp | 78.5%+6.1pp | 80.3%+4.3pp |
| Annual return | 20.03% | 32.51%-12.5pp | -137.30%+157.3pp | 373.66%-353.6pp |
| Employer contribution / active EE | $1,703 | $5,292-67.8% | $4,321-60.6% | $4,754-64.2% |
| Participant deferral / active EE | $2,558 | $6,709-61.9% | $5,820-56.1% | $6,712-61.9% |
| Admin fee / account holder | $2,696 | $13,989-80.7% | $10,600-74.6% | $11,409-76.4% |