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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 | $25,870 | $154,193-83.2% | $130,045-80.1% | $139,466-81.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 17.32% | 32.51%-15.2pp | -137.30%+154.6pp | 373.66%-356.3pp |
| Employer contribution / active EE | $1,405 | $5,292-73.4% | $4,321-67.5% | $4,754-70.4% |
| Participant deferral / active EE | $5,197 | $6,709-22.5% | $5,820-10.7% | $6,712-22.6% |
| Admin fee / account holder | $492 | $13,989-96.5% | $10,600-95.4% | $11,409-95.7% |