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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 | $56,496 | $183,592-69.2% | $155,574-63.7% | $145,877-61.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 9.59% | 61.37%-51.8pp | 64.87%-55.3pp | 551.28%-541.7pp |
| Employer contribution / active EE | $1,959 | $5,317-63.2% | $4,676-58.1% | $4,663-58.0% |
| Participant deferral / active EE | $4,891 | $6,466-24.4% | $5,629-13.1% | $6,691-26.9% |
| Admin fee / account holder | $3,097 | $19,316-84.0% | $15,914-80.5% | $13,402-76.9% |