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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 | $87,271 | $217,427-59.9% | $185,837-53.0% | $167,518-47.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.60% | 148.39%-133.8pp | 122.08%-107.5pp | 478.71%-464.1pp |
| Employer contribution / active EE | $8,895 | $5,874+51.4% | $5,168+72.1% | $4,838+83.8% |
| Participant deferral / active EE | $8,305 | $6,357+30.6% | $5,568+49.1% | $6,342+31.0% |
| Admin fee / account holder | $1,344 | $19,816-93.2% | $16,241-91.7% | $12,312-89.1% |