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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 | $23,990 | $180,749-86.7% | $160,784-85.1% | $137,256-82.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 21.34% | 2234.46%-2213.1pp | 1803.92%-1782.6pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,950 | $4,155-29.0% | $3,733-21.0% | $4,156-29.0% |
| Participant deferral / active EE | $6,554 | $6,844-4.2% | $6,293+4.2% | $6,407+2.3% |
| Admin fee / account holder | $323 | $10,397-96.9% | $9,717-96.7% | $12,270-97.4% |