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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 | $171,446 | $160,059+7.1% | $140,019+22.4% | $135,380+26.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.74% | 911.48%-909.7pp | 651.17%-649.4pp | 519.81%-518.1pp |
| Employer contribution / active EE | $5,296 | $6,420-17.5% | $5,605-5.5% | $4,779+10.8% |
| Participant deferral / active EE | $8,332 | $7,641+9.0% | $6,927+20.3% | $5,609+48.5% |
| Admin fee / account holder | $930 | $13,328-93.0% | $10,705-91.3% | $10,828-91.4% |