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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 | $154,145-71.9% | $130,014-66.7% | $139,427-68.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 16.64% | 32.49%-15.9pp | -137.22%+153.9pp | 373.27%-356.6pp |
| Employer contribution / active EE | $2,835 | $5,290-46.4% | $4,320-34.4% | $4,752-40.3% |
| Participant deferral / active EE | $7,249 | $6,711+8.0% | $5,821+24.5% | $6,711+8.0% |
| Admin fee / account holder | $5,100 | $14,009-63.6% | $10,616-52.0% | $11,404-55.3% |