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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 | $93,296 | $154,209-39.5% | $130,062-28.3% | $139,487-33.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 13.62% | 32.52%-18.9pp | -137.37%+151.0pp | 373.84%-360.2pp |
| Employer contribution / active EE | $1,611 | $5,292-69.6% | $4,322-62.7% | $4,755-66.1% |
| Participant deferral / active EE | $4,769 | $6,709-28.9% | $5,821-18.1% | $6,713-29.0% |
| Admin fee / account holder | $5,250 | $13,988-62.5% | $10,601-50.5% | $11,407-54.0% |