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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 | $67,134 | $154,193-56.5% | $130,045-48.4% | $139,466-51.9% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 14.21% | 32.51%-18.3pp | -137.30%+151.5pp | 373.66%-359.5pp |
| Employer contribution / active EE | $9,045 | $5,292+70.9% | $4,321+109.3% | $4,754+90.3% |
| Participant deferral / active EE | $6,450 | $6,709-3.8% | $5,820+10.8% | $6,712-3.9% |
| Admin fee / account holder | $854 | $13,989-93.9% | $10,600-91.9% | $11,409-92.5% |