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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 | $72,175 | $72,426-0.3% | $67,560+6.8% | $145,897-50.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.58% | 7226.78%-7216.2pp | 3533.50%-3522.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $5,696 | $3,074+85.3% | $2,737+108.1% | $4,663+22.2% |
| Participant deferral / active EE | $2,848 | $4,785-40.5% | $4,004-28.9% | $6,689-57.4% |
| Admin fee / account holder | $3,310 | $5,514-40.0% | $3,994-17.1% | $13,390-75.3% |