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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 | $161,846 | $180,749-10.5% | $160,784+0.7% | $137,256+17.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.74% | 2234.46%-2217.7pp | 1803.92%-1787.2pp | 220.34%-203.6pp |
| Employer contribution / active EE | $20,000 | $4,155+381.3% | $3,733+435.8% | $4,156+381.2% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,139 | $10,397-79.4% | $9,717-78.0% | $12,270-82.6% |