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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 | $166,020-64.0% | $164,866-63.8% | $145,959-59.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.44% | 100.08%-87.6pp | 69.97%-57.5pp | 561.95%-549.5pp |
| Employer contribution / active EE | $2,507 | $5,275-52.5% | $4,343-42.3% | $4,661-46.2% |
| Participant deferral / active EE | $2,507 | $6,961-64.0% | $6,033-58.5% | $6,689-62.5% |
| Admin fee / account holder | $10,859 | $16,644-34.8% | $12,689-14.4% | $13,398-18.9% |