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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 | $166,131-60.9% | $164,975-60.6% | $145,877-55.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 9.62% | 100.37%-90.7pp | 70.12%-60.5pp | 551.28%-541.7pp |
| Employer contribution / active EE | $2,952 | $5,276-44.0% | $4,343-32.0% | $4,663-36.7% |
| Participant deferral / active EE | $17,093 | $6,962+145.5% | $6,033+183.3% | $6,691+155.5% |
| Admin fee / account holder | $36,576 | $16,648+119.7% | $12,688+188.3% | $13,402+172.9% |