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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 | $44,660 | $138,114-67.7% | $125,391-64.4% | $134,545-66.8% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | 1.51% | 750.88%-749.4pp | 572.41%-570.9pp | 418.37%-416.9pp |
| Employer contribution / active EE | $3,783 | $5,246-27.9% | $4,816-21.4% | $4,742-20.2% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,926 | $11,570-74.7% | $10,009-70.8% | $11,431-74.4% |