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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 | $151,378 | $92,743+63.2% | $82,744+82.9% | $134,532+12.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 1.15% | 946.63%-945.5pp | 702.22%-701.1pp | 418.27%-417.1pp |
| Employer contribution / active EE | $5,186 | $3,273+58.5% | $3,008+72.4% | $4,741+9.4% |
| Participant deferral / active EE | $9,108 | $4,802+89.7% | $4,395+107.3% | $6,401+42.3% |
| Admin fee / account holder | $5,675 | $5,977-5.1% | $5,325+6.6% | $11,429-50.3% |