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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 | $25,677 | $180,749-85.8% | $160,784-84.0% | $137,256-81.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 24.50% | 2234.46%-2210.0pp | 1803.92%-1779.4pp | 220.34%-195.8pp |
| Employer contribution / active EE | $1,573 | $4,155-62.1% | $3,733-57.8% | $4,156-62.1% |
| Participant deferral / active EE | $7,537 | $6,844+10.1% | $6,293+19.8% | $6,407+17.6% |
| Admin fee / account holder | $1,022 | $10,397-90.2% | $9,717-89.5% | $12,270-91.7% |