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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 | $75,236 | $166,268-54.7% | $165,100-54.4% | $145,897-48.4% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 11.96% | 100.52%-88.6pp | 70.21%-58.3pp | 552.29%-540.3pp |
| Employer contribution / active EE | $4,052 | $5,284-23.3% | $4,348-6.8% | $4,663-13.1% |
| Participant deferral / active EE | $10,703 | $6,964+53.7% | $6,035+77.3% | $6,689+60.0% |
| Admin fee / account holder | $18,494 | $16,659+11.0% | $12,696+45.7% | $13,390+38.1% |