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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 | $58,142 | $154,159-62.3% | $130,026-55.3% | $139,456-58.3% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.5%-0.7pp | 80.3%-2.5pp |
| Annual return | 14.08% | 32.50%-18.4pp | -137.26%+151.3pp | 373.45%-359.4pp |
| Employer contribution / active EE | $5,421 | $5,292+2.4% | $4,321+25.4% | $4,753+14.1% |
| Participant deferral / active EE | $13,388 | $6,710+99.5% | $5,821+130.0% | $6,711+99.5% |
| Admin fee / account holder | $12,941 | $14,001-7.6% | $10,608+22.0% | $11,407+13.5% |