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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 | $91,596 | $154,193-40.6% | $130,045-29.6% | $139,466-34.3% |
| Participation rate | 82.4% | 82.0%+0.4pp | 78.5%+3.9pp | 80.3%+2.0pp |
| Annual return | 12.27% | 32.51%-20.2pp | -137.30%+149.6pp | 373.66%-361.4pp |
| Employer contribution / active EE | $1,472 | $5,292-72.2% | $4,321-65.9% | $4,754-69.0% |
| Participant deferral / active EE | $4,407 | $6,709-34.3% | $5,820-24.3% | $6,712-34.3% |
| Admin fee / account holder | $1,304 | $13,989-90.7% | $10,600-87.7% | $11,409-88.6% |