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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 | $71,942 | $154,193-53.3% | $130,045-44.7% | $139,466-48.4% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.5%+12.8pp | 80.3%+11.0pp |
| Annual return | 16.18% | 32.51%-16.3pp | -137.30%+153.5pp | 373.66%-357.5pp |
| Employer contribution / active EE | $1,985 | $5,292-62.5% | $4,321-54.1% | $4,754-58.2% |
| Participant deferral / active EE | $3,910 | $6,709-41.7% | $5,820-32.8% | $6,712-41.7% |
| Admin fee / account holder | $16,816 | $13,989+20.2% | $10,600+58.6% | $11,409+47.4% |