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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 | $13,129 | $180,749-92.7% | $160,784-91.8% | $137,256-90.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 36.18% | 2234.46%-2198.3pp | 1803.92%-1767.7pp | 220.34%-184.2pp |
| Employer contribution / active EE | $3,846 | $4,155-7.5% | $3,733+3.0% | $4,156-7.5% |
| Participant deferral / active EE | $8,629 | $6,844+26.1% | $6,293+37.1% | $6,407+34.7% |
| Admin fee / account holder | $5,621 | $10,397-45.9% | $9,717-42.2% | $12,270-54.2% |