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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 | $36,704 | $183,539-80.0% | $155,556-76.4% | $145,897-74.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 9.41% | 61.31%-51.9pp | 64.84%-55.4pp | 552.29%-542.9pp |
| Employer contribution / active EE | $4,303 | $5,315-19.1% | $4,675-8.0% | $4,663-7.7% |
| Participant deferral / active EE | $2,542 | $6,467-60.7% | $5,631-54.9% | $6,689-62.0% |
| Admin fee / account holder | $498 | $19,275-97.4% | $15,885-96.9% | $13,390-96.3% |