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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 | $44,893 | $180,749-75.2% | $160,784-72.1% | $137,256-67.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 21.04% | 2234.46%-2213.4pp | 1803.92%-1782.9pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,140 | $4,155-48.5% | $3,733-42.7% | $4,156-48.5% |
| Participant deferral / active EE | $10,248 | $6,844+49.7% | $6,293+62.8% | $6,407+60.0% |
| Admin fee / account holder | $351 | $10,397-96.6% | $9,717-96.4% | $12,270-97.1% |