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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 | $36,310 | $180,462-79.9% | $154,111-76.4% | $135,379-73.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.28% | 888.17%-886.9pp | 735.18%-733.9pp | 519.79%-518.5pp |
| Employer contribution / active EE | $10,427 | $6,036+72.8% | $5,298+96.8% | $4,779+118.2% |
| Participant deferral / active EE | $3,700 | $5,806-36.3% | $5,081-27.2% | $5,609-34.0% |
| Admin fee / account holder | $345 | $16,145-97.9% | $13,411-97.4% | $10,828-96.8% |