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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 | $73,810 | $180,459-59.1% | $154,108-52.1% | $135,380-45.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 5.60% | 888.21%-882.6pp | 735.21%-729.6pp | 519.81%-514.2pp |
| Employer contribution / active EE | $5,281 | $6,035-12.5% | $5,298-0.3% | $4,779+10.5% |
| Participant deferral / active EE | $4,124 | $5,806-29.0% | $5,081-18.8% | $5,609-26.5% |
| Admin fee / account holder | $997 | $16,145-93.8% | $13,411-92.6% | $10,828-90.8% |