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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 | $38,330 | $180,459-78.8% | $154,108-75.1% | $135,380-71.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 8.22% | 888.21%-880.0pp | 735.21%-727.0pp | 519.81%-511.6pp |
| Employer contribution / active EE | $2,424 | $6,035-59.8% | $5,298-54.2% | $4,779-49.3% |
| Participant deferral / active EE | $3,282 | $5,806-43.5% | $5,081-35.4% | $5,609-41.5% |
| Admin fee / account holder | $354 | $16,145-97.8% | $13,411-97.4% | $10,828-96.7% |