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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 | $68,451 | $180,749-62.1% | $160,784-57.4% | $137,256-50.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.72% | 2234.46%-2214.7pp | 1803.92%-1784.2pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,445 | $4,155-41.2% | $3,733-34.5% | $4,156-41.2% |
| Participant deferral / active EE | $5,611 | $6,844-18.0% | $6,293-10.8% | $6,407-12.4% |
| Admin fee / account holder | $992 | $10,397-90.5% | $9,717-89.8% | $12,270-91.9% |