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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 | $63,057 | $180,749-65.1% | $160,784-60.8% | $137,256-54.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 26.93% | 2234.46%-2207.5pp | 1803.92%-1777.0pp | 220.34%-193.4pp |
| Employer contribution / active EE | $6,353 | $4,155+52.9% | $3,733+70.2% | $4,156+52.9% |
| Participant deferral / active EE | $4,088 | $6,844-40.3% | $6,293-35.0% | $6,407-36.2% |
| Admin fee / account holder | $1,630 | $10,397-84.3% | $9,717-83.2% | $12,270-86.7% |