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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 | $62,460 | $166,131-62.4% | $164,975-62.1% | $145,877-57.2% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 12.43% | 100.37%-87.9pp | 70.12%-57.7pp | 551.28%-538.9pp |
| Employer contribution / active EE | $3,590 | $5,276-32.0% | $4,343-17.3% | $4,663-23.0% |
| Participant deferral / active EE | $8,836 | $6,962+26.9% | $6,033+46.4% | $6,691+32.1% |
| Admin fee / account holder | $1,075 | $16,648-93.5% | $12,688-91.5% | $13,402-92.0% |