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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 | $65,536 | $183,539-64.3% | $155,556-57.9% | $145,897-55.1% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 14.43% | 61.31%-46.9pp | 64.84%-50.4pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,872 | $5,315-64.8% | $4,675-60.0% | $4,663-59.9% |
| Participant deferral / active EE | $4,369 | $6,467-32.4% | $5,631-22.4% | $6,689-34.7% |
| Admin fee / account holder | $4,063 | $19,275-78.9% | $15,885-74.4% | $13,390-69.7% |