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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 | $72,403+2.1% | $67,524+9.4% | $145,978-49.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 22.14% | 7197.23%-7175.1pp | 3519.41%-3497.3pp | 550.52%-528.4pp |
| Employer contribution / active EE | $3,116 | $3,072+1.4% | $2,734+14.0% | $4,662-33.2% |
| Participant deferral / active EE | $6,933 | $4,782+45.0% | $4,001+73.3% | $6,690+3.6% |
| Admin fee / account holder | $500 | $5,541-91.0% | $4,001-87.5% | $13,400-96.3% |