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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 | $55,368 | $166,268-66.7% | $165,100-66.5% | $145,897-62.0% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 16.62% | 100.52%-83.9pp | 70.21%-53.6pp | 552.29%-535.7pp |
| Employer contribution / active EE | $2,260 | $5,284-57.2% | $4,348-48.0% | $4,663-51.5% |
| Participant deferral / active EE | $5,409 | $6,964-22.3% | $6,035-10.4% | $6,689-19.1% |
| Admin fee / account holder | $3,108 | $16,659-81.3% | $12,696-75.5% | $13,390-76.8% |