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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 | $92,340 | $190,879-51.6% | $160,009-42.3% | $134,532-31.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 1.29% | 552.63%-551.3pp | 408.85%-407.6pp | 418.27%-417.0pp |
| Employer contribution / active EE | $13,823 | $4,995+176.7% | $4,225+227.2% | $4,741+191.6% |
| Participant deferral / active EE | $3,430 | $6,924-50.5% | $6,183-44.5% | $6,401-46.4% |
| Admin fee / account holder | $21,994 | $10,495+109.6% | $8,715+152.4% | $11,429+92.4% |