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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 | $166,089-68.4% | $164,928-68.2% | $145,978-64.1% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 16.79% | 100.26%-83.5pp | 70.08%-53.3pp | 550.52%-533.7pp |
| Employer contribution / active EE | $1,552 | $5,276-70.6% | $4,343-64.3% | $4,662-66.7% |
| Participant deferral / active EE | $2,483 | $6,961-64.3% | $6,034-58.8% | $6,690-62.9% |
| Admin fee / account holder | $1,645 | $16,641-90.1% | $12,684-87.0% | $13,400-87.7% |