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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 | $35,697 | $180,466-80.2% | $154,114-76.8% | $135,382-73.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.03% | 888.15%-887.1pp | 735.16%-734.1pp | 519.77%-518.7pp |
| Employer contribution / active EE | $6,690 | $6,035+10.8% | $5,298+26.3% | $4,779+40.0% |
| Participant deferral / active EE | $6,192 | $5,806+6.6% | $5,081+21.9% | $5,609+10.4% |
| Admin fee / account holder | $19,890 | $16,144+23.2% | $13,411+48.3% | $10,829+83.7% |