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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 | $49,659 | $160,059-69.0% | $140,019-64.5% | $135,380-63.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 3.56% | 911.48%-907.9pp | 651.17%-647.6pp | 519.81%-516.2pp |
| Employer contribution / active EE | $10,182 | $6,420+58.6% | $5,605+81.7% | $4,779+113.1% |
| Participant deferral / active EE | $8,213 | $7,641+7.5% | $6,927+18.6% | $5,609+46.4% |
| Admin fee / account holder | $379 | $13,328-97.2% | $10,705-96.5% | $10,828-96.5% |