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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 | $92,257 | $154,209-40.2% | $130,062-29.1% | $139,487-33.9% |
| Participation rate | 72.7% | 82.0%-9.2pp | 78.5%-5.8pp | 80.3%-7.6pp |
| Annual return | 18.01% | 32.52%-14.5pp | -137.37%+155.4pp | 373.84%-355.8pp |
| Employer contribution / active EE | $2,125 | $5,292-59.9% | $4,322-50.8% | $4,755-55.3% |
| Participant deferral / active EE | $7,135 | $6,709+6.4% | $5,821+22.6% | $6,713+6.3% |
| Admin fee / account holder | $871 | $13,988-93.8% | $10,601-91.8% | $11,407-92.4% |