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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 | $74,039 | $160,059-53.7% | $140,019-47.1% | $135,380-45.3% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.5%+7.7pp | 82.6%+12.6pp |
| Annual return | 3.45% | 911.48%-908.0pp | 651.17%-647.7pp | 519.81%-516.4pp |
| Employer contribution / active EE | $4,286 | $6,420-33.2% | $5,605-23.5% | $4,779-10.3% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $479 | $13,328-96.4% | $10,705-95.5% | $10,828-95.6% |