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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 | $196,902 | $160,059+23.0% | $140,019+40.6% | $135,382+45.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.49% | 911.44%-911.0pp | 651.15%-650.7pp | 519.77%-519.3pp |
| Employer contribution / active EE | $9,638 | $6,420+50.1% | $5,605+71.9% | $4,779+101.7% |
| Participant deferral / active EE | $12,739 | $7,641+66.7% | $6,927+83.9% | $5,609+127.1% |
| Admin fee / account holder | $6,188 | $13,328-53.6% | $10,705-42.2% | $10,829-42.9% |