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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 | $63,818 | $157,304-59.4% | $141,197-54.8% | $152,909-58.3% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.5%-4.7pp |
| Annual return | 53.62% | 64.34%-10.7pp | 71.41%-17.8pp | 345.46%-291.8pp |
| Employer contribution / active EE | $5,483 | $5,263+4.2% | $4,736+15.8% | $4,764+15.1% |
| Participant deferral / active EE | $5,832 | $7,111-18.0% | $6,710-13.1% | $5,851-0.3% |
| Admin fee / account holder | $1,490 | $12,126-87.7% | $10,265-85.5% | $11,601-87.2% |