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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 | $52,954 | $180,749-70.7% | $160,784-67.1% | $137,256-61.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 22.58% | 2234.46%-2211.9pp | 1803.92%-1781.3pp | 220.34%-197.8pp |
| Employer contribution / active EE | $6,394 | $4,155+53.9% | $3,733+71.3% | $4,156+53.8% |
| Participant deferral / active EE | $12,429 | $6,844+81.6% | $6,293+97.5% | $6,407+94.0% |
| Admin fee / account holder | $3,081 | $10,397-70.4% | $9,717-68.3% | $12,270-74.9% |