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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 | $10,610 | $180,749-94.1% | $160,784-93.4% | $137,256-92.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.14% | 2234.46%-2216.3pp | 1803.92%-1785.8pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,904 | $4,155-6.0% | $3,733+4.6% | $4,156-6.1% |
| Participant deferral / active EE | $2,879 | $6,844-57.9% | $6,293-54.2% | $6,407-55.1% |
| Admin fee / account holder | $1,263 | $10,397-87.9% | $9,717-87.0% | $12,270-89.7% |