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 | $72,613 | $209,873-65.4% | $189,534-61.7% | $167,560-56.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.38% | 748.71%-738.3pp | 555.39%-545.0pp | 478.94%-468.6pp |
| Employer contribution / active EE | $3,789 | $6,915-45.2% | $6,162-38.5% | $4,840-21.7% |
| Participant deferral / active EE | $3,581 | $8,934-59.9% | $8,220-56.4% | $6,343-43.5% |
| Admin fee / account holder | $4,622 | $14,301-67.7% | $12,049-61.6% | $12,317-62.5% |