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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 | $115,483 | $180,749-36.1% | $160,784-28.2% | $137,256-15.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.21% | 2234.46%-2214.2pp | 1803.92%-1783.7pp | 220.34%-200.1pp |
| Employer contribution / active EE | $6,750 | $4,155+62.4% | $3,733+80.8% | $4,156+62.4% |
| Participant deferral / active EE | $11,016 | $6,844+61.0% | $6,293+75.1% | $6,407+71.9% |
| Admin fee / account holder | $667 | $10,397-93.6% | $9,717-93.1% | $12,270-94.6% |