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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 | $75,731 | $180,749-58.1% | $160,784-52.9% | $137,256-44.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.83% | 2234.46%-2213.6pp | 1803.92%-1783.1pp | 220.34%-199.5pp |
| Employer contribution / active EE | $1,232 | $4,155-70.4% | $3,733-67.0% | $4,156-70.4% |
| Participant deferral / active EE | $8,264 | $6,844+20.7% | $6,293+31.3% | $6,407+29.0% |
| Admin fee / account holder | $2,002 | $10,397-80.7% | $9,717-79.4% | $12,270-83.7% |