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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 | $20,747 | $180,749-88.5% | $160,784-87.1% | $137,256-84.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 22.13% | 2234.46%-2212.3pp | 1803.92%-1781.8pp | 220.34%-198.2pp |
| Employer contribution / active EE | $7,794 | $4,155+87.6% | $3,733+108.8% | $4,156+87.5% |
| Participant deferral / active EE | $8,604 | $6,844+25.7% | $6,293+36.7% | $6,407+34.3% |
| Admin fee / account holder | $29,102 | $10,397+179.9% | $9,717+199.5% | $12,270+137.2% |