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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 | $45,135 | $154,193-70.7% | $130,045-65.3% | $139,466-67.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 18.95% | 32.51%-13.6pp | -137.30%+156.2pp | 373.66%-354.7pp |
| Employer contribution / active EE | $2,609 | $5,292-50.7% | $4,321-39.6% | $4,754-45.1% |
| Participant deferral / active EE | $5,855 | $6,709-12.7% | $5,820+0.6% | $6,712-12.8% |
| Admin fee / account holder | $873 | $13,989-93.8% | $10,600-91.8% | $11,409-92.3% |