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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 | $55,927 | $108,912-48.6% | $100,383-44.3% | $145,959-61.7% |
| Participation rate | 71.4% | 83.0%-11.5pp | 81.5%-10.1pp | 80.3%-8.9pp |
| Annual return | 17.15% | 57.96%-40.8pp | 49.26%-32.1pp | 561.95%-544.8pp |
| Employer contribution / active EE | $3,032 | $4,423-31.4% | $3,944-23.1% | $4,661-34.9% |
| Participant deferral / active EE | $3,867 | $8,451-54.2% | $8,086-52.2% | $6,689-42.2% |
| Admin fee / account holder | $7,399 | $9,690-23.6% | $7,900-6.3% | $13,398-44.8% |