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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 | $115,709 | $154,159-24.9% | $130,026-11.0% | $139,456-17.0% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 22.93% | 32.50%-9.6pp | -137.26%+160.2pp | 373.45%-350.5pp |
| Employer contribution / active EE | $2,990 | $5,292-43.5% | $4,321-30.8% | $4,753-37.1% |
| Participant deferral / active EE | $9,713 | $6,710+44.8% | $5,821+66.9% | $6,711+44.7% |
| Admin fee / account holder | $4,709 | $14,001-66.4% | $10,608-55.6% | $11,407-58.7% |