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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 | $50,915 | $154,193-67.0% | $130,045-60.8% | $139,466-63.5% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.5%+8.2pp | 80.3%+6.3pp |
| Annual return | 23.00% | 32.51%-9.5pp | -137.30%+160.3pp | 373.66%-350.7pp |
| Employer contribution / active EE | $1,870 | $5,292-64.7% | $4,321-56.7% | $4,754-60.7% |
| Participant deferral / active EE | $6,116 | $6,709-8.8% | $5,820+5.1% | $6,712-8.9% |
| Admin fee / account holder | $5,771 | $13,989-58.7% | $10,600-45.6% | $11,409-49.4% |