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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 | $80,186 | $154,209-48.0% | $130,062-38.3% | $139,487-42.5% |
| Participation rate | 87.0% | 82.0%+5.0pp | 78.5%+8.5pp | 80.3%+6.6pp |
| Annual return | 19.19% | 32.52%-13.3pp | -137.37%+156.6pp | 373.84%-354.7pp |
| Employer contribution / active EE | $3,467 | $5,292-34.5% | $4,322-19.8% | $4,755-27.1% |
| Participant deferral / active EE | $7,518 | $6,709+12.1% | $5,821+29.2% | $6,713+12.0% |
| Admin fee / account holder | $8,212 | $13,988-41.3% | $10,601-22.5% | $11,407-28.0% |