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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 | $64,614 | $180,749-64.3% | $160,784-59.8% | $137,256-52.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.01% | 2234.46%-2216.5pp | 1803.92%-1785.9pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,842 | $4,155+16.5% | $3,733+29.7% | $4,156+16.5% |
| Participant deferral / active EE | $6,832 | $6,844-0.2% | $6,293+8.6% | $6,407+6.6% |
| Admin fee / account holder | $1,853 | $10,397-82.2% | $9,717-80.9% | $12,270-84.9% |