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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 | $22,741 | $154,193-85.3% | $130,045-82.5% | $139,466-83.7% |
| Participation rate | 76.2% | 82.0%-5.8pp | 78.5%-2.3pp | 80.3%-4.1pp |
| Annual return | 18.08% | 32.51%-14.4pp | -137.30%+155.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $7,177 | $5,292+35.6% | $4,321+66.1% | $4,754+51.0% |
| Participant deferral / active EE | $4,137 | $6,709-38.3% | $5,820-28.9% | $6,712-38.4% |
| Admin fee / account holder | $1,679 | $13,989-88.0% | $10,600-84.2% | $11,409-85.3% |