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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 | $91,285 | $227,399-59.9% | $189,758-51.9% | $198,609-54.0% |
| Participation rate | 77.8% | 84.0%-6.2pp | 79.8%-2.0pp | 82.4%-4.6pp |
| Annual return | 16.53% | 61.03%-44.5pp | 52.62%-36.1pp | 202.70%-186.2pp |
| Employer contribution / active EE | $1,848 | $5,526-66.6% | $4,767-61.2% | $5,055-63.4% |
| Participant deferral / active EE | $5,322 | $6,837-22.2% | $5,856-9.1% | $6,977-23.7% |
| Admin fee / account holder | $1,712 | $25,162-93.2% | $20,388-91.6% | $19,030-91.0% |