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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 | $32,785 | $180,459-81.8% | $154,108-78.7% | $135,380-75.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 9.39% | 888.21%-878.8pp | 735.21%-725.8pp | 519.81%-510.4pp |
| Employer contribution / active EE | $2,130 | $6,035-64.7% | $5,298-59.8% | $4,779-55.4% |
| Participant deferral / active EE | $2,641 | $5,806-54.5% | $5,081-48.0% | $5,609-52.9% |
| Admin fee / account holder | $1,565 | $16,145-90.3% | $13,411-88.3% | $10,828-85.6% |