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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 | $86,574 | $180,749-52.1% | $160,784-46.2% | $137,256-36.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.76% | 2234.46%-2214.7pp | 1803.92%-1784.2pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,493 | $4,155-40.0% | $3,733-33.2% | $4,156-40.0% |
| Participant deferral / active EE | $15,837 | $6,844+131.4% | $6,293+151.7% | $6,407+147.2% |
| Admin fee / account holder | $1,503 | $10,397-85.5% | $9,717-84.5% | $12,270-87.7% |