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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 | $56,730 | $183,592-69.1% | $155,574-63.5% | $145,877-61.1% |
| Participation rate | 72.2% | 82.7%-10.5pp | 78.2%-6.0pp | 80.3%-8.1pp |
| Annual return | 11.00% | 61.37%-50.4pp | 64.87%-53.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,702 | $5,317-68.0% | $4,676-63.6% | $4,663-63.5% |
| Participant deferral / active EE | $5,130 | $6,466-20.7% | $5,629-8.9% | $6,691-23.3% |
| Admin fee / account holder | $29,142 | $19,316+50.9% | $15,914+83.1% | $13,402+117.4% |