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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 | $61,936 | $154,209-59.8% | $130,062-52.4% | $139,487-55.6% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 17.28% | 32.52%-15.2pp | -137.37%+154.6pp | 373.84%-356.6pp |
| Employer contribution / active EE | $1,989 | $5,292-62.4% | $4,322-54.0% | $4,755-58.2% |
| Participant deferral / active EE | $8,427 | $6,709+25.6% | $5,821+44.8% | $6,713+25.5% |
| Admin fee / account holder | $619 | $13,988-95.6% | $10,601-94.2% | $11,407-94.6% |