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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 | $71,897 | $180,459-60.2% | $154,108-53.3% | $135,380-46.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.27% | 888.21%-886.9pp | 735.21%-733.9pp | 519.81%-518.5pp |
| Employer contribution / active EE | $11,237 | $6,035+86.2% | $5,298+112.1% | $4,779+135.1% |
| Participant deferral / active EE | $10,694 | $5,806+84.2% | $5,081+110.5% | $5,609+90.7% |
| Admin fee / account holder | $8,714 | $16,145-46.0% | $13,411-35.0% | $10,828-19.5% |