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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 | $111,297 | $154,209-27.8% | $130,062-14.4% | $139,487-20.2% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 14.22% | 32.52%-18.3pp | -137.37%+151.6pp | 373.84%-359.6pp |
| Employer contribution / active EE | $1,236 | $5,292-76.6% | $4,322-71.4% | $4,755-74.0% |
| Participant deferral / active EE | $4,235 | $6,709-36.9% | $5,821-27.2% | $6,713-36.9% |
| Admin fee / account holder | $1,708 | $13,988-87.8% | $10,601-83.9% | $11,407-85.0% |