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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 | $27,138 | $84,685-68.0% | $73,836-63.2% | $125,389-78.4% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.4%+14.1pp | 83.2%+4.3pp |
| Annual return | 1.49% | 3123.80%-3122.3pp | 2268.06%-2266.6pp | 282.24%-280.8pp |
| Employer contribution / active EE | $3,319 | $3,123+6.3% | $2,787+19.1% | $4,866-31.8% |
| Participant deferral / active EE | $900 | $3,993-77.5% | $3,583-74.9% | $5,352-83.2% |
| Admin fee / account holder | $605 | $5,694-89.4% | $4,882-87.6% | $9,541-93.7% |