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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 | $48,570 | $157,296-69.1% | $141,191-65.6% | $152,897-68.2% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 24.49% | 64.34%-39.8pp | 71.41%-46.9pp | 345.43%-320.9pp |
| Employer contribution / active EE | $3,350 | $5,262-36.3% | $4,736-29.3% | $4,764-29.7% |
| Participant deferral / active EE | $4,902 | $7,111-31.1% | $6,710-26.9% | $5,851-16.2% |
| Admin fee / account holder | $1,529 | $12,125-87.4% | $10,264-85.1% | $11,599-86.8% |