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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 | $96,852 | $180,459-46.3% | $154,108-37.2% | $135,380-28.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.04% | 888.21%-881.2pp | 735.21%-728.2pp | 519.81%-512.8pp |
| Employer contribution / active EE | $6,581 | $6,035+9.0% | $5,298+24.2% | $4,779+37.7% |
| Participant deferral / active EE | $5,019 | $5,806-13.6% | $5,081-1.2% | $5,609-10.5% |
| Admin fee / account holder | $394 | $16,145-97.6% | $13,411-97.1% | $10,828-96.4% |