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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 | $85,503 | $154,193-44.5% | $130,045-34.3% | $139,466-38.7% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.5%-8.5pp | 80.3%-10.3pp |
| Annual return | 12.48% | 32.51%-20.0pp | -137.30%+149.8pp | 373.66%-361.2pp |
| Employer contribution / active EE | $7,965 | $5,292+50.5% | $4,321+84.3% | $4,754+67.5% |
| Participant deferral / active EE | $2,382 | $6,709-64.5% | $5,820-59.1% | $6,712-64.5% |
| Admin fee / account holder | $1,866 | $13,989-86.7% | $10,600-82.4% | $11,409-83.6% |