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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 | $72,245 | $154,159-53.1% | $130,026-44.4% | $139,456-48.2% |
| Participation rate | 93.3% | 82.0%+11.4pp | 78.5%+14.8pp | 80.3%+13.0pp |
| Annual return | 17.61% | 32.50%-14.9pp | -137.26%+154.9pp | 373.45%-355.8pp |
| Employer contribution / active EE | $1,486 | $5,292-71.9% | $4,321-65.6% | $4,753-68.7% |
| Participant deferral / active EE | $2,228 | $6,710-66.8% | $5,821-61.7% | $6,711-66.8% |
| Admin fee / account holder | $3,281 | $14,001-76.6% | $10,608-69.1% | $11,407-71.2% |