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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 | $154,145-42.9% | $130,014-32.3% | $139,427-36.9% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 18.54% | 32.49%-14.0pp | -137.22%+155.8pp | 373.27%-354.7pp |
| Employer contribution / active EE | $8,537 | $5,290+61.4% | $4,320+97.6% | $4,752+79.7% |
| Participant deferral / active EE | $3,638 | $6,711-45.8% | $5,821-37.5% | $6,711-45.8% |
| Admin fee / account holder | $1,393 | $14,009-90.1% | $10,616-86.9% | $11,404-87.8% |