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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 | $154,145-65.0% | $130,014-58.5% | $139,427-61.3% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 11.69% | 32.49%-20.8pp | -137.22%+148.9pp | 373.27%-361.6pp |
| Employer contribution / active EE | $3,456 | $5,290-34.7% | $4,320-20.0% | $4,752-27.3% |
| Participant deferral / active EE | $6,056 | $6,711-9.8% | $5,821+4.0% | $6,711-9.8% |
| Admin fee / account holder | $861 | $14,009-93.9% | $10,616-91.9% | $11,404-92.4% |