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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 | $170,956 | $160,059+6.8% | $140,019+22.1% | $135,379+26.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.43% | 911.44%-911.0pp | 651.15%-650.7pp | 519.79%-519.4pp |
| Employer contribution / active EE | $7,584 | $6,420+18.1% | $5,605+35.3% | $4,779+58.7% |
| Participant deferral / active EE | $3,483 | $7,641-54.4% | $6,927-49.7% | $5,609-37.9% |
| Admin fee / account holder | $4,350 | $13,328-67.4% | $10,705-59.4% | $10,828-59.8% |