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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 | $192,449 | $180,749+6.5% | $160,784+19.7% | $137,256+40.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 21.28% | 2234.46%-2213.2pp | 1803.92%-1782.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $674 | $4,155-83.8% | $3,733-81.9% | $4,156-83.8% |
| Participant deferral / active EE | $2,582 | $6,844-62.3% | $6,293-59.0% | $6,407-59.7% |
| Admin fee / account holder | $5,574 | $10,397-46.4% | $9,717-42.6% | $12,270-54.6% |