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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 | $86,568 | $154,193-43.9% | $130,045-33.4% | $139,466-37.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 14.33% | 32.51%-18.2pp | -137.30%+151.6pp | 373.66%-359.3pp |
| Employer contribution / active EE | $1,529 | $5,292-71.1% | $4,321-64.6% | $4,754-67.8% |
| Participant deferral / active EE | $9,959 | $6,709+48.4% | $5,820+71.1% | $6,712+48.4% |
| Admin fee / account holder | $2,452 | $13,989-82.5% | $10,600-76.9% | $11,409-78.5% |