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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 | $43,220 | $84,685-49.0% | $73,836-41.5% | $125,389-65.5% |
| Participation rate | 90.5% | 76.8%+13.7pp | 73.4%+17.0pp | 83.2%+7.3pp |
| Annual return | 0.85% | 3123.80%-3123.0pp | 2268.06%-2267.2pp | 282.24%-281.4pp |
| Employer contribution / active EE | $3,559 | $3,123+14.0% | $2,787+27.7% | $4,866-26.9% |
| Participant deferral / active EE | $1,143 | $3,993-71.4% | $3,583-68.1% | $5,352-78.6% |
| Admin fee / account holder | $1,839 | $5,694-67.7% | $4,882-62.3% | $9,541-80.7% |