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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 | $54,038 | $180,466-70.1% | $154,114-64.9% | $135,382-60.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.84% | 888.15%-886.3pp | 735.16%-733.3pp | 519.77%-517.9pp |
| Employer contribution / active EE | $8,508 | $6,035+41.0% | $5,298+60.6% | $4,779+78.0% |
| Participant deferral / active EE | $7,075 | $5,806+21.8% | $5,081+39.3% | $5,609+26.1% |
| Admin fee / account holder | $390 | $16,144-97.6% | $13,411-97.1% | $10,829-96.4% |