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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 | $15,567 | $190,916-91.8% | $160,037-90.3% | $134,545-88.4% |
| Participation rate | 88.2% | 82.0%+6.3pp | 78.0%+10.2pp | 81.2%+7.0pp |
| Annual return | 4.29% | 552.79%-548.5pp | 408.95%-404.7pp | 418.37%-414.1pp |
| Employer contribution / active EE | $1,596 | $4,996-68.1% | $4,226-62.2% | $4,742-66.3% |
| Participant deferral / active EE | $0 | $6,925-100.0% | $6,184-100.0% | $6,401-100.0% |
| Admin fee / account holder | $696 | $10,497-93.4% | $8,716-92.0% | $11,431-93.9% |