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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 | $64,995 | $166,268-60.9% | $165,100-60.6% | $145,897-55.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 9.62% | 100.52%-90.9pp | 70.21%-60.6pp | 552.29%-542.7pp |
| Employer contribution / active EE | $2,952 | $5,284-44.1% | $4,348-32.1% | $4,663-36.7% |
| Participant deferral / active EE | $17,093 | $6,964+145.4% | $6,035+183.2% | $6,689+155.5% |
| Admin fee / account holder | $36,576 | $16,659+119.6% | $12,696+188.1% | $13,390+173.1% |