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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 | $105,858 | $180,459-41.3% | $154,108-31.3% | $135,380-21.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.07% | 888.21%-882.1pp | 735.21%-729.1pp | 519.81%-513.7pp |
| Employer contribution / active EE | $5,085 | $6,035-15.7% | $5,298-4.0% | $4,779+6.4% |
| Participant deferral / active EE | $6,218 | $5,806+7.1% | $5,081+22.4% | $5,609+10.9% |
| Admin fee / account holder | $1,825 | $16,145-88.7% | $13,411-86.4% | $10,828-83.1% |