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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 | $140,069 | $154,193-9.2% | $130,045+7.7% | $139,466+0.4% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.5%-8.5pp | 80.3%-10.3pp |
| Annual return | 21.16% | 32.51%-11.3pp | -137.30%+158.5pp | 373.66%-352.5pp |
| Employer contribution / active EE | $2,509 | $5,292-52.6% | $4,321-41.9% | $4,754-47.2% |
| Participant deferral / active EE | $7,477 | $6,709+11.5% | $5,820+28.5% | $6,712+11.4% |
| Admin fee / account holder | $15,656 | $13,989+11.9% | $10,600+47.7% | $11,409+37.2% |