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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 | $16,756 | $138,102-87.9% | $125,381-86.6% | $134,532-87.5% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | 1.16% | 750.73%-749.6pp | 572.31%-571.1pp | 418.27%-417.1pp |
| Employer contribution / active EE | $3,085 | $5,245-41.2% | $4,815-35.9% | $4,741-34.9% |
| Participant deferral / active EE | $8,141 | $7,801+4.4% | $7,448+9.3% | $6,401+27.2% |
| Admin fee / account holder | $5,780 | $11,568-50.0% | $10,007-42.2% | $11,429-49.4% |