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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 | $43,335 | $154,209-71.9% | $130,062-66.7% | $139,487-68.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 16.64% | 32.52%-15.9pp | -137.37%+154.0pp | 373.84%-357.2pp |
| Employer contribution / active EE | $2,835 | $5,292-46.4% | $4,322-34.4% | $4,755-40.4% |
| Participant deferral / active EE | $7,249 | $6,709+8.0% | $5,821+24.5% | $6,713+8.0% |
| Admin fee / account holder | $5,100 | $13,988-63.5% | $10,601-51.9% | $11,407-55.3% |