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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 | $34,208 | $160,059-78.6% | $140,019-75.6% | $135,380-74.7% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | 1.65% | 911.48%-909.8pp | 651.17%-649.5pp | 519.81%-518.2pp |
| Employer contribution / active EE | $1,706 | $6,420-73.4% | $5,605-69.6% | $4,779-64.3% |
| Participant deferral / active EE | $8,628 | $7,641+12.9% | $6,927+24.6% | $5,609+53.8% |
| Admin fee / account holder | $12,302 | $13,328-7.7% | $10,705+14.9% | $10,828+13.6% |