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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 | $73,903 | $72,465+2.0% | $67,575+9.4% | $145,884-49.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 22.14% | 7222.56%-7200.4pp | 3528.98%-3506.8pp | 551.85%-529.7pp |
| Employer contribution / active EE | $3,116 | $3,074+1.4% | $2,736+13.9% | $4,662-33.2% |
| Participant deferral / active EE | $6,933 | $4,786+44.9% | $4,003+73.2% | $6,690+3.6% |
| Admin fee / account holder | $500 | $5,515-90.9% | $3,993-87.5% | $13,392-96.3% |