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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 | $40,843 | $180,459-77.4% | $154,108-73.5% | $135,380-69.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.46% | 888.21%-886.7pp | 735.21%-733.7pp | 519.81%-518.3pp |
| Employer contribution / active EE | $7,969 | $6,035+32.0% | $5,298+50.4% | $4,779+66.7% |
| Participant deferral / active EE | $4,534 | $5,806-21.9% | $5,081-10.8% | $5,609-19.2% |
| Admin fee / account holder | $595 | $16,145-96.3% | $13,411-95.6% | $10,828-94.5% |