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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 | $44,789 | $180,749-75.2% | $160,784-72.1% | $137,256-67.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.19% | 2234.46%-2221.3pp | 1803.92%-1790.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,930 | $4,155-53.6% | $3,733-48.3% | $4,156-53.6% |
| Participant deferral / active EE | $8,099 | $6,844+18.3% | $6,293+28.7% | $6,407+26.4% |
| Admin fee / account holder | $53,443 | $10,397+414.0% | $9,717+450.0% | $12,270+335.6% |