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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 | $166,268-68.5% | $165,100-68.3% | $145,897-64.1% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 16.79% | 100.52%-83.7pp | 70.21%-53.4pp | 552.29%-535.5pp |
| Employer contribution / active EE | $1,552 | $5,284-70.6% | $4,348-64.3% | $4,663-66.7% |
| Participant deferral / active EE | $2,483 | $6,964-64.3% | $6,035-58.9% | $6,689-62.9% |
| Admin fee / account holder | $1,645 | $16,659-90.1% | $12,696-87.0% | $13,390-87.7% |