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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 | $48,842 | $154,193-68.3% | $130,045-62.4% | $139,466-65.0% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.5%+5.7pp | 80.3%+3.9pp |
| Annual return | 15.97% | 32.51%-16.5pp | -137.30%+153.3pp | 373.66%-357.7pp |
| Employer contribution / active EE | $2,012 | $5,292-62.0% | $4,321-53.4% | $4,754-57.7% |
| Participant deferral / active EE | $4,607 | $6,709-31.3% | $5,820-20.8% | $6,712-31.4% |
| Admin fee / account holder | $2,323 | $13,989-83.4% | $10,600-78.1% | $11,409-79.6% |