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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 | $24,639 | $154,193-84.0% | $130,045-81.1% | $139,466-82.3% |
| Participation rate | 82.4% | 82.0%+0.4pp | 78.5%+3.9pp | 80.3%+2.0pp |
| Annual return | 18.83% | 32.51%-13.7pp | -137.30%+156.1pp | 373.66%-354.8pp |
| Employer contribution / active EE | $2,149 | $5,292-59.4% | $4,321-50.3% | $4,754-54.8% |
| Participant deferral / active EE | $5,505 | $6,709-17.9% | $5,820-5.4% | $6,712-18.0% |
| Admin fee / account holder | $9,430 | $13,989-32.6% | $10,600-11.0% | $11,409-17.3% |