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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 | $166,131-64.1% | $164,975-63.8% | $145,877-59.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.44% | 100.37%-87.9pp | 70.12%-57.7pp | 551.28%-538.8pp |
| Employer contribution / active EE | $2,507 | $5,276-52.5% | $4,343-42.3% | $4,663-46.2% |
| Participant deferral / active EE | $2,507 | $6,962-64.0% | $6,033-58.5% | $6,691-62.5% |
| Admin fee / account holder | $10,859 | $16,648-34.8% | $12,688-14.4% | $13,402-19.0% |