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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 | $41,376 | $166,020-75.1% | $164,866-74.9% | $145,959-71.7% |
| Participation rate | 78.3% | 82.0%-3.7pp | 78.6%-0.3pp | 80.3%-2.0pp |
| Annual return | 10.10% | 100.08%-90.0pp | 69.97%-59.9pp | 561.95%-551.9pp |
| Employer contribution / active EE | $1,334 | $5,275-74.7% | $4,343-69.3% | $4,661-71.4% |
| Participant deferral / active EE | $3,534 | $6,961-49.2% | $6,033-41.4% | $6,689-47.2% |
| Admin fee / account holder | $2,498 | $16,644-85.0% | $12,689-80.3% | $13,398-81.4% |