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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 | $99,735 | $180,749-44.8% | $160,784-38.0% | $137,256-27.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.88% | 2234.46%-2220.6pp | 1803.92%-1790.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $501 | $4,155-87.9% | $3,733-86.6% | $4,156-87.9% |
| Participant deferral / active EE | $7,091 | $6,844+3.6% | $6,293+12.7% | $6,407+10.7% |
| Admin fee / account holder | $1,465 | $10,397-85.9% | $9,717-84.9% | $12,270-88.1% |