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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 | $56,608 | $154,159-63.3% | $130,026-56.5% | $139,456-59.4% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 17.00% | 32.50%-15.5pp | -137.26%+154.3pp | 373.45%-356.4pp |
| Employer contribution / active EE | $3,364 | $5,292-36.4% | $4,321-22.2% | $4,753-29.2% |
| Participant deferral / active EE | $5,278 | $6,710-21.3% | $5,821-9.3% | $6,711-21.4% |
| Admin fee / account holder | $417 | $14,001-97.0% | $10,608-96.1% | $11,407-96.3% |