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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 | $92,442 | $138,102-33.1% | $125,381-26.3% | $134,532-31.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 7.50% | 750.73%-743.2pp | 572.31%-564.8pp | 418.27%-410.8pp |
| Employer contribution / active EE | $1,169 | $5,245-77.7% | $4,815-75.7% | $4,741-75.3% |
| Participant deferral / active EE | $4,341 | $7,801-44.4% | $7,448-41.7% | $6,401-32.2% |
| Admin fee / account holder | $12,981 | $11,568+12.2% | $10,007+29.7% | $11,429+13.6% |