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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 | $47,910 | $154,193-68.9% | $130,045-63.2% | $139,466-65.6% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 14.22% | 32.51%-18.3pp | -137.30%+151.5pp | 373.66%-359.4pp |
| Employer contribution / active EE | $3,346 | $5,292-36.8% | $4,321-22.6% | $4,754-29.6% |
| Participant deferral / active EE | $7,897 | $6,709+17.7% | $5,820+35.7% | $6,712+17.7% |
| Admin fee / account holder | $10,252 | $13,989-26.7% | $10,600-3.3% | $11,409-10.1% |