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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 | $131,901 | $180,749-27.0% | $160,784-18.0% | $137,256-3.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.36% | 2234.46%-2217.1pp | 1803.92%-1786.6pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,117 | $4,155-49.1% | $3,733-43.3% | $4,156-49.1% |
| Participant deferral / active EE | $11,171 | $6,844+63.2% | $6,293+77.5% | $6,407+74.4% |
| Admin fee / account holder | $339 | $10,397-96.7% | $9,717-96.5% | $12,270-97.2% |