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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 | $63,287 | $90,530-30.1% | $76,030-16.8% | $145,897-56.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.63% | 625.08%-616.5pp | 361.54%-352.9pp | 552.29%-543.7pp |
| Employer contribution / active EE | $6,305 | $3,319+90.0% | $2,688+134.6% | $4,663+35.2% |
| Participant deferral / active EE | $7,643 | $5,164+48.0% | $4,257+79.5% | $6,689+14.3% |
| Admin fee / account holder | $489 | $8,383-94.2% | $6,421-92.4% | $13,390-96.4% |