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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 | $80,457 | $97,732-17.7% | $83,831-4.0% | $135,380-40.6% |
| Participation rate | 94.1% | 80.0%+14.2pp | 76.1%+18.0pp | 82.6%+11.5pp |
| Annual return | 1.55% | 1287.56%-1286.0pp | 850.99%-849.4pp | 519.81%-518.3pp |
| Employer contribution / active EE | $839 | $4,222-80.1% | $3,631-76.9% | $4,779-82.4% |
| Participant deferral / active EE | $1,994 | $4,683-57.4% | $4,082-51.2% | $5,609-64.5% |
| Admin fee / account holder | $7,818 | $6,675+17.1% | $5,479+42.7% | $10,828-27.8% |