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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 | $150,988 | $180,749-16.5% | $160,784-6.1% | $137,256+10.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.01% | 2234.46%-2216.5pp | 1803.92%-1785.9pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,110 | $4,155-25.2% | $3,733-16.7% | $4,156-25.2% |
| Participant deferral / active EE | $7,110 | $6,844+3.9% | $6,293+13.0% | $6,407+11.0% |
| Admin fee / account holder | $422 | $10,397-95.9% | $9,717-95.7% | $12,270-96.6% |