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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 | $36,626 | $154,193-76.2% | $130,045-71.8% | $139,466-73.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 19.71% | 32.51%-12.8pp | -137.30%+157.0pp | 373.66%-354.0pp |
| Employer contribution / active EE | $2,930 | $5,292-44.6% | $4,321-32.2% | $4,754-38.4% |
| Participant deferral / active EE | $6,627 | $6,709-1.2% | $5,820+13.9% | $6,712-1.3% |
| Admin fee / account holder | $16,517 | $13,989+18.1% | $10,600+55.8% | $11,409+44.8% |