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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 | $166,268-75.1% | $165,100-74.9% | $145,897-71.6% |
| Participation rate | 78.3% | 82.0%-3.8pp | 78.6%-0.4pp | 80.3%-2.0pp |
| Annual return | 10.10% | 100.52%-90.4pp | 70.21%-60.1pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,334 | $5,284-74.7% | $4,348-69.3% | $4,663-71.4% |
| Participant deferral / active EE | $3,534 | $6,964-49.3% | $6,035-41.4% | $6,689-47.2% |
| Admin fee / account holder | $2,498 | $16,659-85.0% | $12,696-80.3% | $13,390-81.3% |