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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 | $166,089-77.6% | $164,928-77.5% | $145,978-74.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 10.10% | 100.26%-90.2pp | 70.08%-60.0pp | 550.52%-540.4pp |
| Employer contribution / active EE | $2,580 | $5,276-51.1% | $4,343-40.6% | $4,662-44.7% |
| Participant deferral / active EE | $5,935 | $6,961-14.7% | $6,034-1.6% | $6,690-11.3% |
| Admin fee / account holder | $1,012 | $16,641-93.9% | $12,684-92.0% | $13,400-92.4% |