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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 | $72,396+5.8% | $67,511+13.5% | $145,959-47.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.15% | 7194.07%-7180.9pp | 3517.41%-3504.3pp | 561.95%-548.8pp |
| Employer contribution / active EE | $3,013 | $3,071-1.9% | $2,733+10.3% | $4,661-35.4% |
| Participant deferral / active EE | $1,164 | $4,781-75.7% | $4,000-70.9% | $6,689-82.6% |
| Admin fee / account holder | $1,416 | $5,538-74.4% | $3,999-64.6% | $13,398-89.4% |