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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 | $89,786 | $154,209-41.8% | $130,062-31.0% | $139,487-35.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 16.52% | 32.52%-16.0pp | -137.37%+153.9pp | 373.84%-357.3pp |
| Employer contribution / active EE | $1,703 | $5,292-67.8% | $4,322-60.6% | $4,755-64.2% |
| Participant deferral / active EE | $8,499 | $6,709+26.7% | $5,821+46.0% | $6,713+26.6% |
| Admin fee / account holder | $737 | $13,988-94.7% | $10,601-93.0% | $11,407-93.5% |