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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 | $96,202 | $154,193-37.6% | $130,045-26.0% | $139,466-31.0% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 13.84% | 32.51%-18.7pp | -137.30%+151.1pp | 373.66%-359.8pp |
| Employer contribution / active EE | $3,023 | $5,292-42.9% | $4,321-30.0% | $4,754-36.4% |
| Participant deferral / active EE | $3,864 | $6,709-42.4% | $5,820-33.6% | $6,712-42.4% |
| Admin fee / account holder | $19,963 | $13,989+42.7% | $10,600+88.3% | $11,409+75.0% |