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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 | $153,839 | $180,749-14.9% | $160,784-4.3% | $137,256+12.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.01% | 2234.46%-2215.5pp | 1803.92%-1784.9pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,004 | $4,155-51.8% | $3,733-46.3% | $4,156-51.8% |
| Participant deferral / active EE | $8,997 | $6,844+31.4% | $6,293+43.0% | $6,407+40.4% |
| Admin fee / account holder | $2,213 | $10,397-78.7% | $9,717-77.2% | $12,270-82.0% |