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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 | $87,845 | $160,059-45.1% | $140,019-37.3% | $135,380-35.1% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | 1.59% | 911.48%-909.9pp | 651.17%-649.6pp | 519.81%-518.2pp |
| Employer contribution / active EE | $5,390 | $6,420-16.0% | $5,605-3.8% | $4,779+12.8% |
| Participant deferral / active EE | $11,915 | $7,641+55.9% | $6,927+72.0% | $5,609+112.4% |
| Admin fee / account holder | $13,481 | $13,328+1.1% | $10,705+25.9% | $10,828+24.5% |