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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 | $113,921 | $166,268-31.5% | $165,100-31.0% | $145,897-21.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 18.52% | 100.52%-82.0pp | 70.21%-51.7pp | 552.29%-533.8pp |
| Employer contribution / active EE | $2,331 | $5,284-55.9% | $4,348-46.4% | $4,663-50.0% |
| Participant deferral / active EE | $12,671 | $6,964+81.9% | $6,035+109.9% | $6,689+89.4% |
| Admin fee / account holder | $20,001 | $16,659+20.1% | $12,696+57.5% | $13,390+49.4% |