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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 | $53,435 | $166,131-67.8% | $164,975-67.6% | $145,877-63.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.64% | 100.37%-87.7pp | 70.12%-57.5pp | 551.28%-538.6pp |
| Employer contribution / active EE | $3,081 | $5,276-41.6% | $4,343-29.1% | $4,663-33.9% |
| Participant deferral / active EE | $3,724 | $6,962-46.5% | $6,033-38.3% | $6,691-44.3% |
| Admin fee / account holder | $3,815 | $16,648-77.1% | $12,688-69.9% | $13,402-71.5% |