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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 | $71,942 | $209,874-65.7% | $189,537-62.0% | $167,536-57.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.72% | 748.61%-737.9pp | 555.34%-544.6pp | 478.82%-468.1pp |
| Employer contribution / active EE | $10,644 | $6,913+54.0% | $6,161+72.8% | $4,839+120.0% |
| Participant deferral / active EE | $7,997 | $8,934-10.5% | $8,220-2.7% | $6,342+26.1% |
| Admin fee / account holder | $1,502 | $14,299-89.5% | $12,048-87.5% | $12,315-87.8% |