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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 | $59,705 | $166,268-64.1% | $165,100-63.8% | $145,897-59.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.44% | 100.52%-88.1pp | 70.21%-57.8pp | 552.29%-539.8pp |
| Employer contribution / active EE | $2,507 | $5,284-52.6% | $4,348-42.4% | $4,663-46.2% |
| Participant deferral / active EE | $2,507 | $6,964-64.0% | $6,035-58.5% | $6,689-62.5% |
| Admin fee / account holder | $10,859 | $16,659-34.8% | $12,696-14.5% | $13,390-18.9% |