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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 | $160,132 | $180,749-11.4% | $160,784-0.4% | $137,256+16.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.64% | 2234.46%-2219.8pp | 1803.92%-1789.3pp | 220.34%-205.7pp |
| Employer contribution / active EE | $4,380 | $4,155+5.4% | $3,733+17.3% | $4,156+5.4% |
| Participant deferral / active EE | $12,042 | $6,844+75.9% | $6,293+91.4% | $6,407+88.0% |
| Admin fee / account holder | $5,343 | $10,397-48.6% | $9,717-45.0% | $12,270-56.5% |