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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 | $25,649 | $154,193-83.4% | $130,045-80.3% | $139,466-81.6% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 12.97% | 32.51%-19.5pp | -137.30%+150.3pp | 373.66%-360.7pp |
| Employer contribution / active EE | $4,600 | $5,292-13.1% | $4,321+6.4% | $4,754-3.2% |
| Participant deferral / active EE | $2,198 | $6,709-67.2% | $5,820-62.2% | $6,712-67.3% |
| Admin fee / account holder | $5,061 | $13,989-63.8% | $10,600-52.3% | $11,409-55.6% |