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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 | $110,113 | $180,459-39.0% | $154,108-28.5% | $135,380-18.7% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | 6.97% | 888.21%-881.2pp | 735.21%-728.2pp | 519.81%-512.8pp |
| Employer contribution / active EE | $7,314 | $6,035+21.2% | $5,298+38.1% | $4,779+53.1% |
| Participant deferral / active EE | $3,054 | $5,806-47.4% | $5,081-39.9% | $5,609-45.5% |
| Admin fee / account holder | $32,389 | $16,145+100.6% | $13,411+141.5% | $10,828+199.1% |