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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 | $34,796 | $97,732-64.4% | $83,831-58.5% | $135,380-74.3% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | 1.31% | 1287.56%-1286.2pp | 850.99%-849.7pp | 519.81%-518.5pp |
| Employer contribution / active EE | $1,030 | $4,222-75.6% | $3,631-71.6% | $4,779-78.5% |
| Participant deferral / active EE | $8,050 | $4,683+71.9% | $4,082+97.2% | $5,609+43.5% |
| Admin fee / account holder | $359 | $6,675-94.6% | $5,479-93.4% | $10,828-96.7% |