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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 | $35,209 | $180,462-80.5% | $154,111-77.2% | $135,379-74.0% |
| Participation rate | 76.9% | 87.4%-10.5pp | 83.0%-6.1pp | 82.6%-5.7pp |
| Annual return | 4.99% | 888.17%-883.2pp | 735.18%-730.2pp | 519.79%-514.8pp |
| Employer contribution / active EE | $1,427 | $6,036-76.4% | $5,298-73.1% | $4,779-70.1% |
| Participant deferral / active EE | $3,296 | $5,806-43.2% | $5,081-35.1% | $5,609-41.2% |
| Admin fee / account holder | $10,920 | $16,145-32.4% | $13,411-18.6% | $10,828+0.8% |