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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 | $53,767 | $180,459-70.2% | $154,108-65.1% | $135,380-60.3% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | 2.83% | 888.21%-885.4pp | 735.21%-732.4pp | 519.81%-517.0pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,306 | $5,806-60.3% | $5,081-54.6% | $5,609-58.9% |
| Admin fee / account holder | $4,417 | $16,145-72.6% | $13,411-67.1% | $10,828-59.2% |