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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 | $62,405 | $183,539-66.0% | $155,556-59.9% | $145,897-57.2% |
| Participation rate | 73.7% | 82.7%-9.0pp | 78.2%-4.5pp | 80.3%-6.6pp |
| Annual return | 11.39% | 61.31%-49.9pp | 64.84%-53.4pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,402 | $5,315-73.6% | $4,675-70.0% | $4,663-69.9% |
| Participant deferral / active EE | $4,832 | $6,467-25.3% | $5,631-14.2% | $6,689-27.8% |
| Admin fee / account holder | $4,976 | $19,275-74.2% | $15,885-68.7% | $13,390-62.8% |