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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 | $82,637 | $160,059-48.4% | $140,019-41.0% | $135,380-39.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 10.73% | 911.48%-900.7pp | 651.17%-640.4pp | 519.81%-509.1pp |
| Employer contribution / active EE | $2,539 | $6,420-60.4% | $5,605-54.7% | $4,779-46.9% |
| Participant deferral / active EE | $6,138 | $7,641-19.7% | $6,927-11.4% | $5,609+9.4% |
| Admin fee / account holder | $1,841 | $13,328-86.2% | $10,705-82.8% | $10,828-83.0% |