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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 | $64,334 | $154,193-58.3% | $130,045-50.5% | $139,466-53.9% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.5%+13.8pp | 80.3%+12.0pp |
| Annual return | 15.57% | 32.51%-16.9pp | -137.30%+152.9pp | 373.66%-358.1pp |
| Employer contribution / active EE | $11,016 | $5,292+108.2% | $4,321+154.9% | $4,754+131.7% |
| Participant deferral / active EE | $5,201 | $6,709-22.5% | $5,820-10.6% | $6,712-22.5% |
| Admin fee / account holder | $1,140 | $13,989-91.9% | $10,600-89.2% | $11,409-90.0% |