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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 | $71,654 | $180,462-60.3% | $154,111-53.5% | $135,379-47.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 15.38% | 888.17%-872.8pp | 735.18%-719.8pp | 519.79%-504.4pp |
| Employer contribution / active EE | $1,864 | $6,036-69.1% | $5,298-64.8% | $4,779-61.0% |
| Participant deferral / active EE | $6,125 | $5,806+5.5% | $5,081+20.6% | $5,609+9.2% |
| Admin fee / account holder | $5,481 | $16,145-66.1% | $13,411-59.1% | $10,828-49.4% |