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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 | $112,828 | $180,459-37.5% | $154,108-26.8% | $135,380-16.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 4.16% | 888.21%-884.0pp | 735.21%-731.0pp | 519.81%-515.6pp |
| Employer contribution / active EE | $12,008 | $6,035+99.0% | $5,298+126.7% | $4,779+151.3% |
| Participant deferral / active EE | $5,375 | $5,806-7.4% | $5,081+5.8% | $5,609-4.2% |
| Admin fee / account holder | $28,758 | $16,145+78.1% | $13,411+114.4% | $10,828+165.6% |