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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 | $158,236 | $180,749-12.5% | $160,784-1.6% | $137,256+15.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 21.71% | 2234.46%-2212.8pp | 1803.92%-1782.2pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,848 | $4,155-55.5% | $3,733-50.5% | $4,156-55.5% |
| Participant deferral / active EE | $11,750 | $6,844+71.7% | $6,293+86.7% | $6,407+83.4% |
| Admin fee / account holder | $925 | $10,397-91.1% | $9,717-90.5% | $12,270-92.5% |