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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 | $73,378 | $72,426+1.3% | $67,560+8.6% | $145,897-49.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.78% | 7226.78%-7217.0pp | 3533.50%-3523.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $3,793 | $3,074+23.4% | $2,737+38.6% | $4,663-18.7% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $22,936 | $5,514+316.0% | $3,994+474.3% | $13,390+71.3% |