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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 | $52,407 | $166,131-68.5% | $164,975-68.2% | $145,877-64.1% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 16.79% | 100.37%-83.6pp | 70.12%-53.3pp | 551.28%-534.5pp |
| Employer contribution / active EE | $1,552 | $5,276-70.6% | $4,343-64.3% | $4,663-66.7% |
| Participant deferral / active EE | $2,483 | $6,962-64.3% | $6,033-58.8% | $6,691-62.9% |
| Admin fee / account holder | $1,645 | $16,648-90.1% | $12,688-87.0% | $13,402-87.7% |