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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 | $37,191 | $166,268-77.6% | $165,100-77.5% | $145,897-74.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 10.10% | 100.52%-90.4pp | 70.21%-60.1pp | 552.29%-542.2pp |
| Employer contribution / active EE | $2,580 | $5,284-51.2% | $4,348-40.7% | $4,663-44.7% |
| Participant deferral / active EE | $5,935 | $6,964-14.8% | $6,035-1.7% | $6,689-11.3% |
| Admin fee / account holder | $1,012 | $16,659-93.9% | $12,696-92.0% | $13,390-92.4% |