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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 | $37,717 | $134,817-72.0% | $123,973-69.6% | $155,188-75.7% |
| Participation rate | 95.5% | 79.4%+16.1pp | 76.7%+18.8pp | 80.8%+14.7pp |
| Annual return | 8.84% | 515.49%-506.7pp | 388.13%-379.3pp | 148.84%-140.0pp |
| Employer contribution / active EE | $4,143 | $4,425-6.4% | $4,126+0.4% | $4,248-2.5% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $9,198 | $13,245-30.6% | $11,799-22.0% | $14,480-36.5% |