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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 | $151,122 | $180,749-16.4% | $160,784-6.0% | $137,256+10.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.02% | 2234.46%-2219.4pp | 1803.92%-1788.9pp | 220.34%-205.3pp |
| Employer contribution / active EE | $13,768 | $4,155+231.3% | $3,733+268.8% | $4,156+231.3% |
| Participant deferral / active EE | $3,928 | $6,844-42.6% | $6,293-37.6% | $6,407-38.7% |
| Admin fee / account holder | $11,053 | $10,397+6.3% | $9,717+13.8% | $12,270-9.9% |