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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 | $84,739 | $180,459-53.0% | $154,108-45.0% | $135,380-37.4% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | -1.04% | 888.21%-889.2pp | 735.21%-736.2pp | 519.81%-520.8pp |
| Employer contribution / active EE | $1,447 | $6,035-76.0% | $5,298-72.7% | $4,779-69.7% |
| Participant deferral / active EE | $4,172 | $5,806-28.2% | $5,081-17.9% | $5,609-25.6% |
| Admin fee / account holder | $14,423 | $16,145-10.7% | $13,411+7.5% | $10,828+33.2% |