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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 | $56,335 | $154,193-63.5% | $130,045-56.7% | $139,466-59.6% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 18.01% | 32.51%-14.5pp | -137.30%+155.3pp | 373.66%-355.7pp |
| Employer contribution / active EE | $4,111 | $5,292-22.3% | $4,321-4.9% | $4,754-13.5% |
| Participant deferral / active EE | $8,231 | $6,709+22.7% | $5,820+41.4% | $6,712+22.6% |
| Admin fee / account holder | $2,101 | $13,989-85.0% | $10,600-80.2% | $11,409-81.6% |