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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 | $73,225 | $166,131-55.9% | $164,975-55.6% | $145,877-49.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 15.33% | 100.37%-85.0pp | 70.12%-54.8pp | 551.28%-536.0pp |
| Employer contribution / active EE | $1,601 | $5,276-69.7% | $4,343-63.1% | $4,663-65.7% |
| Participant deferral / active EE | $5,304 | $6,962-23.8% | $6,033-12.1% | $6,691-20.7% |
| Admin fee / account holder | $2,353 | $16,648-85.9% | $12,688-81.5% | $13,402-82.4% |