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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 | $166,242-65.9% | $165,071-65.7% | $145,884-61.1% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 14.15% | 100.44%-86.3pp | 70.17%-56.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $1,984 | $5,283-62.4% | $4,347-54.4% | $4,662-57.4% |
| Participant deferral / active EE | $4,994 | $6,964-28.3% | $6,035-17.2% | $6,690-25.3% |
| Admin fee / account holder | $585 | $16,658-96.5% | $12,695-95.4% | $13,392-95.6% |