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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 | $88,462 | $154,209-42.6% | $130,062-32.0% | $139,487-36.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 14.13% | 32.52%-18.4pp | -137.37%+151.5pp | 373.84%-359.7pp |
| Employer contribution / active EE | $2,546 | $5,292-51.9% | $4,322-41.1% | $4,755-46.5% |
| Participant deferral / active EE | $7,835 | $6,709+16.8% | $5,821+34.6% | $6,713+16.7% |
| Admin fee / account holder | $485 | $13,988-96.5% | $10,601-95.4% | $11,407-95.7% |