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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 | $52,049 | $180,459-71.2% | $154,108-66.2% | $135,380-61.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 5.71% | 888.21%-882.5pp | 735.21%-729.5pp | 519.81%-514.1pp |
| Employer contribution / active EE | $3,721 | $6,035-38.3% | $5,298-29.8% | $4,779-22.1% |
| Participant deferral / active EE | $2,747 | $5,806-52.7% | $5,081-45.9% | $5,609-51.0% |
| Admin fee / account holder | $414 | $16,145-97.4% | $13,411-96.9% | $10,828-96.2% |