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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 | $101,100 | $154,193-34.4% | $130,045-22.3% | $139,466-27.5% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 20.25% | 32.51%-12.3pp | -137.30%+157.6pp | 373.66%-353.4pp |
| Employer contribution / active EE | $2,997 | $5,292-43.4% | $4,321-30.7% | $4,754-37.0% |
| Participant deferral / active EE | $7,155 | $6,709+6.7% | $5,820+22.9% | $6,712+6.6% |
| Admin fee / account holder | $1,852 | $13,989-86.8% | $10,600-82.5% | $11,409-83.8% |