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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 | $36,449 | $180,462-79.8% | $154,111-76.3% | $135,379-73.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 4.05% | 888.17%-884.1pp | 735.18%-731.1pp | 519.79%-515.7pp |
| Employer contribution / active EE | $3,718 | $6,036-38.4% | $5,298-29.8% | $4,779-22.2% |
| Participant deferral / active EE | $6,244 | $5,806+7.5% | $5,081+22.9% | $5,609+11.3% |
| Admin fee / account holder | $1,394 | $16,145-91.4% | $13,411-89.6% | $10,828-87.1% |