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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 | $111,951 | $180,749-38.1% | $160,784-30.4% | $137,256-18.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.86% | 2234.46%-2217.6pp | 1803.92%-1787.1pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,246 | $4,155-45.9% | $3,733-39.8% | $4,156-45.9% |
| Participant deferral / active EE | $4,681 | $6,844-31.6% | $6,293-25.6% | $6,407-26.9% |
| Admin fee / account holder | $1,586 | $10,397-84.7% | $9,717-83.7% | $12,270-87.1% |