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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 | $76,604 | $72,446+5.7% | $67,561+13.4% | $145,877-47.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.15% | 7211.98%-7198.8pp | 3525.44%-3512.3pp | 551.28%-538.1pp |
| Employer contribution / active EE | $3,013 | $3,072-1.9% | $2,735+10.2% | $4,663-35.4% |
| Participant deferral / active EE | $1,164 | $4,785-75.7% | $4,003-70.9% | $6,691-82.6% |
| Admin fee / account holder | $1,416 | $5,541-74.4% | $4,006-64.6% | $13,402-89.4% |