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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 | $115,793 | $180,749-35.9% | $160,784-28.0% | $137,256-15.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.05% | 2234.46%-2215.4pp | 1803.92%-1784.9pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,827 | $4,155-56.0% | $3,733-51.1% | $4,156-56.1% |
| Participant deferral / active EE | $16,974 | $6,844+148.0% | $6,293+169.7% | $6,407+164.9% |
| Admin fee / account holder | $2,762 | $10,397-73.4% | $9,717-71.6% | $12,270-77.5% |