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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 | $112,885 | $180,749-37.5% | $160,784-29.8% | $137,256-17.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.99% | 2234.46%-2213.5pp | 1803.92%-1782.9pp | 220.34%-199.3pp |
| Employer contribution / active EE | $21,184 | $4,155+409.8% | $3,733+467.5% | $4,156+409.7% |
| Participant deferral / active EE | $18,025 | $6,844+163.4% | $6,293+186.4% | $6,407+181.3% |
| Admin fee / account holder | $5,953 | $10,397-42.7% | $9,717-38.7% | $12,270-51.5% |