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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 | $166,268-56.0% | $165,100-55.6% | $145,897-49.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 15.33% | 100.52%-85.2pp | 70.21%-54.9pp | 552.29%-537.0pp |
| Employer contribution / active EE | $1,601 | $5,284-69.7% | $4,348-63.2% | $4,663-65.7% |
| Participant deferral / active EE | $5,304 | $6,964-23.8% | $6,035-12.1% | $6,689-20.7% |
| Admin fee / account holder | $2,353 | $16,659-85.9% | $12,696-81.5% | $13,390-82.4% |