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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 | $96,402 | $180,459-46.6% | $154,108-37.4% | $135,380-28.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.04% | 888.21%-882.2pp | 735.21%-729.2pp | 519.81%-513.8pp |
| Employer contribution / active EE | $4,877 | $6,035-19.2% | $5,298-7.9% | $4,779+2.1% |
| Participant deferral / active EE | $3,956 | $5,806-31.9% | $5,081-22.1% | $5,609-29.5% |
| Admin fee / account holder | $4,901 | $16,145-69.6% | $13,411-63.5% | $10,828-54.7% |