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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 | $103,992 | $180,749-42.5% | $160,784-35.3% | $137,256-24.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 10.52% | 2234.46%-2223.9pp | 1803.92%-1793.4pp | 220.34%-209.8pp |
| Employer contribution / active EE | $3,622 | $4,155-12.8% | $3,733-3.0% | $4,156-12.9% |
| Participant deferral / active EE | $6,391 | $6,844-6.6% | $6,293+1.6% | $6,407-0.2% |
| Admin fee / account holder | $1,534 | $10,397-85.2% | $9,717-84.2% | $12,270-87.5% |