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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 | $134,778 | $97,732+37.9% | $83,831+60.8% | $135,380-0.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 3.18% | 1287.56%-1284.4pp | 850.99%-847.8pp | 519.81%-516.6pp |
| Employer contribution / active EE | $6,217 | $4,222+47.3% | $3,631+71.2% | $4,779+30.1% |
| Participant deferral / active EE | $9,190 | $4,683+96.3% | $4,082+125.1% | $5,609+63.8% |
| Admin fee / account holder | $7,291 | $6,675+9.2% | $5,479+33.1% | $10,828-32.7% |