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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 | $120,218 | $209,888-42.7% | $189,545-36.6% | $167,553-28.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.89% | 748.66%-738.8pp | 555.36%-545.5pp | 478.89%-469.0pp |
| Employer contribution / active EE | $1,931 | $6,915-72.1% | $6,162-68.7% | $4,840-60.1% |
| Participant deferral / active EE | $5,735 | $8,934-35.8% | $8,220-30.2% | $6,343-9.6% |
| Admin fee / account holder | $401 | $14,300-97.2% | $12,049-96.7% | $12,316-96.7% |