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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 | $65,555 | $180,749-63.7% | $160,784-59.2% | $137,256-52.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.85% | 2234.46%-2220.6pp | 1803.92%-1790.1pp | 220.34%-206.5pp |
| Employer contribution / active EE | $3,153 | $4,155-24.1% | $3,733-15.5% | $4,156-24.1% |
| Participant deferral / active EE | $13,557 | $6,844+98.1% | $6,293+115.4% | $6,407+111.6% |
| Admin fee / account holder | $8,314 | $10,397-20.0% | $9,717-14.4% | $12,270-32.2% |