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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 | $67,585 | $154,193-56.2% | $130,045-48.0% | $139,466-51.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 15.16% | 32.51%-17.3pp | -137.30%+152.5pp | 373.66%-358.5pp |
| Employer contribution / active EE | $3,166 | $5,292-40.2% | $4,321-26.7% | $4,754-33.4% |
| Participant deferral / active EE | $6,387 | $6,709-4.8% | $5,820+9.7% | $6,712-4.8% |
| Admin fee / account holder | $18,415 | $13,989+31.6% | $10,600+73.7% | $11,409+61.4% |