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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 | $68,223 | $160,059-57.4% | $140,019-51.3% | $135,380-49.6% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.5%+4.2pp | 82.6%+9.0pp |
| Annual return | 1.29% | 911.48%-910.2pp | 651.17%-649.9pp | 519.81%-518.5pp |
| Employer contribution / active EE | $5,326 | $6,420-17.0% | $5,605-5.0% | $4,779+11.5% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $753 | $13,328-94.4% | $10,705-93.0% | $10,828-93.0% |