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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 | $68,902 | $166,131-58.5% | $164,975-58.2% | $145,877-52.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.92% | 100.37%-87.5pp | 70.12%-57.2pp | 551.28%-538.4pp |
| Employer contribution / active EE | $11,447 | $5,276+117.0% | $4,343+163.6% | $4,663+145.5% |
| Participant deferral / active EE | $11,451 | $6,962+64.5% | $6,033+89.8% | $6,691+71.2% |
| Admin fee / account holder | $5,123 | $16,648-69.2% | $12,688-59.6% | $13,402-61.8% |