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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 | $88,038 | $154,209-42.9% | $130,062-32.3% | $139,487-36.9% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 18.54% | 32.52%-14.0pp | -137.37%+155.9pp | 373.84%-355.3pp |
| Employer contribution / active EE | $8,537 | $5,292+61.3% | $4,322+97.5% | $4,755+79.5% |
| Participant deferral / active EE | $3,638 | $6,709-45.8% | $5,821-37.5% | $6,713-45.8% |
| Admin fee / account holder | $1,393 | $13,988-90.0% | $10,601-86.9% | $11,407-87.8% |