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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 | $56,684 | $166,131-65.9% | $164,975-65.6% | $145,877-61.1% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 14.15% | 100.37%-86.2pp | 70.12%-56.0pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,984 | $5,276-62.4% | $4,343-54.3% | $4,663-57.4% |
| Participant deferral / active EE | $4,994 | $6,962-28.3% | $6,033-17.2% | $6,691-25.4% |
| Admin fee / account holder | $585 | $16,648-96.5% | $12,688-95.4% | $13,402-95.6% |