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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 | $54,111 | $157,829-65.7% | $136,867-60.5% | $198,609-72.8% |
| Participation rate | 71.4% | 77.2%-5.7pp | 74.5%-3.1pp | 82.4%-10.9pp |
| Annual return | 11.68% | 51.25%-39.6pp | 42.97%-31.3pp | 202.70%-191.0pp |
| Employer contribution / active EE | $3,525 | $3,923-10.1% | $3,547-0.6% | $5,055-30.3% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $10,954 | $11,107-1.4% | $10,340+5.9% | $19,030-42.4% |