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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 | $71,151 | $72,426-1.8% | $67,560+5.3% | $145,897-51.2% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 25.72% | 7226.78%-7201.1pp | 3533.50%-3507.8pp | 552.29%-526.6pp |
| Employer contribution / active EE | $6,784 | $3,074+120.7% | $2,737+147.9% | $4,663+45.5% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $489 | $5,514-91.1% | $3,994-87.8% | $13,390-96.3% |