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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 | $160,142 | $160,059+0.1% | $140,019+14.4% | $135,380+18.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.90% | 911.48%-910.6pp | 651.17%-650.3pp | 519.81%-518.9pp |
| Employer contribution / active EE | $3,842 | $6,420-40.2% | $5,605-31.5% | $4,779-19.6% |
| Participant deferral / active EE | $8,491 | $7,641+11.1% | $6,927+22.6% | $5,609+51.4% |
| Admin fee / account holder | $360 | $13,328-97.3% | $10,705-96.6% | $10,828-96.7% |