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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 | $54,020 | $154,209-65.0% | $130,062-58.5% | $139,487-61.3% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 11.69% | 32.52%-20.8pp | -137.37%+149.1pp | 373.84%-362.2pp |
| Employer contribution / active EE | $3,456 | $5,292-34.7% | $4,322-20.0% | $4,755-27.3% |
| Participant deferral / active EE | $6,056 | $6,709-9.7% | $5,821+4.0% | $6,713-9.8% |
| Admin fee / account holder | $861 | $13,988-93.8% | $10,601-91.9% | $11,407-92.5% |