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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 | $56,003 | $180,749-69.0% | $160,784-65.2% | $137,256-59.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 23.59% | 2234.46%-2210.9pp | 1803.92%-1780.3pp | 220.34%-196.8pp |
| Employer contribution / active EE | $5,492 | $4,155+32.2% | $3,733+47.1% | $4,156+32.2% |
| Participant deferral / active EE | $16,527 | $6,844+141.5% | $6,293+162.6% | $6,407+158.0% |
| Admin fee / account holder | $177,119 | $10,397+1603.6% | $9,717+1722.8% | $12,270+1343.5% |