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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 | $62,958 | $154,193-59.2% | $130,045-51.6% | $139,466-54.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 19.31% | 32.51%-13.2pp | -137.30%+156.6pp | 373.66%-354.4pp |
| Employer contribution / active EE | $2,303 | $5,292-56.5% | $4,321-46.7% | $4,754-51.6% |
| Participant deferral / active EE | $8,970 | $6,709+33.7% | $5,820+54.1% | $6,712+33.6% |
| Admin fee / account holder | $791 | $13,989-94.3% | $10,600-92.5% | $11,409-93.1% |