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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 | $68,639 | $180,749-62.0% | $160,784-57.3% | $137,256-50.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 22.22% | 2234.46%-2212.2pp | 1803.92%-1781.7pp | 220.34%-198.1pp |
| Employer contribution / active EE | $5,167 | $4,155+24.3% | $3,733+38.4% | $4,156+24.3% |
| Participant deferral / active EE | $9,312 | $6,844+36.1% | $6,293+48.0% | $6,407+45.3% |
| Admin fee / account holder | $461 | $10,397-95.6% | $9,717-95.3% | $12,270-96.2% |