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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 | $66,427 | $180,462-63.2% | $154,111-56.9% | $135,379-50.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.01% | 888.17%-881.2pp | 735.18%-728.2pp | 519.79%-512.8pp |
| Employer contribution / active EE | $6,182 | $6,036+2.4% | $5,298+16.7% | $4,779+29.4% |
| Participant deferral / active EE | $4,647 | $5,806-20.0% | $5,081-8.5% | $5,609-17.1% |
| Admin fee / account holder | $512 | $16,145-96.8% | $13,411-96.2% | $10,828-95.3% |