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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 | $50,236 | $183,539-72.6% | $155,556-67.7% | $145,897-65.6% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 11.83% | 61.31%-49.5pp | 64.84%-53.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $5,001 | $5,315-5.9% | $4,675+7.0% | $4,663+7.3% |
| Participant deferral / active EE | $3,015 | $6,467-53.4% | $5,631-46.5% | $6,689-54.9% |
| Admin fee / account holder | $1,809 | $19,275-90.6% | $15,885-88.6% | $13,390-86.5% |