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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 | $64,641 | $150,346-57.0% | $120,524-46.4% | $145,877-55.7% |
| Participation rate | 81.8% | 78.8%+3.0pp | 71.9%+9.9pp | 80.3%+1.5pp |
| Annual return | 11.34% | 154.40%-143.1pp | 107.36%-96.0pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,598 | $4,353-63.3% | $3,469-53.9% | $4,663-65.7% |
| Participant deferral / active EE | $3,703 | $6,172-40.0% | $4,994-25.8% | $6,691-44.7% |
| Admin fee / account holder | $5,047 | $12,215-58.7% | $9,440-46.5% | $13,402-62.3% |