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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 | $59,588 | $180,749-67.0% | $160,784-62.9% | $137,256-56.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.67% | 2234.46%-2219.8pp | 1803.92%-1789.3pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,284 | $4,155-69.1% | $3,733-65.6% | $4,156-69.1% |
| Participant deferral / active EE | $7,668 | $6,844+12.0% | $6,293+21.8% | $6,407+19.7% |
| Admin fee / account holder | $4,246 | $10,397-59.2% | $9,717-56.3% | $12,270-65.4% |