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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 | $28,915 | $90,617-68.1% | $79,476-63.6% | $135,382-78.6% |
| Participation rate | 90.0% | 76.1%+13.9pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | 1.17% | 977.57%-976.4pp | 718.21%-717.0pp | 519.77%-518.6pp |
| Employer contribution / active EE | $1,134 | $3,068-63.0% | $2,800-59.5% | $4,779-76.3% |
| Participant deferral / active EE | $8,870 | $4,050+119.0% | $3,704+139.5% | $5,609+58.1% |
| Admin fee / account holder | $2,789 | $5,907-52.8% | $5,113-45.4% | $10,829-74.2% |