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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 | $69,319 | $154,209-55.0% | $130,062-46.7% | $139,487-50.3% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 15.77% | 32.52%-16.7pp | -137.37%+153.1pp | 373.84%-358.1pp |
| Employer contribution / active EE | $3,876 | $5,292-26.8% | $4,322-10.3% | $4,755-18.5% |
| Participant deferral / active EE | $3,118 | $6,709-53.5% | $5,821-46.4% | $6,713-53.6% |
| Admin fee / account holder | $2,489 | $13,988-82.2% | $10,601-76.5% | $11,407-78.2% |