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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 | $55,800 | $154,159-63.8% | $130,026-57.1% | $139,456-60.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 14.39% | 32.50%-18.1pp | -137.26%+151.6pp | 373.45%-359.1pp |
| Employer contribution / active EE | $3,951 | $5,292-25.3% | $4,321-8.6% | $4,753-16.9% |
| Participant deferral / active EE | $4,451 | $6,710-33.7% | $5,821-23.5% | $6,711-33.7% |
| Admin fee / account holder | $486 | $14,001-96.5% | $10,608-95.4% | $11,407-95.7% |