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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 | $24,529 | $154,193-84.1% | $130,045-81.1% | $139,466-82.4% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 14.46% | 32.51%-18.1pp | -137.30%+151.8pp | 373.66%-359.2pp |
| Employer contribution / active EE | $2,297 | $5,292-56.6% | $4,321-46.8% | $4,754-51.7% |
| Participant deferral / active EE | $3,064 | $6,709-54.3% | $5,820-47.4% | $6,712-54.3% |
| Admin fee / account holder | $1,563 | $13,989-88.8% | $10,600-85.3% | $11,409-86.3% |