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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 | $174,955 | $180,459-3.1% | $154,108+13.5% | $135,380+29.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3.24% | 888.21%-885.0pp | 735.21%-732.0pp | 519.81%-516.6pp |
| Employer contribution / active EE | $4,741 | $6,035-21.4% | $5,298-10.5% | $4,779-0.8% |
| Participant deferral / active EE | $4,181 | $5,806-28.0% | $5,081-17.7% | $5,609-25.5% |
| Admin fee / account holder | $5,471 | $16,145-66.1% | $13,411-59.2% | $10,828-49.5% |