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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 | $76,071 | $72,465+5.0% | $67,575+12.6% | $145,884-47.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.50% | 7222.56%-7208.1pp | 3528.98%-3514.5pp | 551.85%-537.3pp |
| Employer contribution / active EE | $8,784 | $3,074+185.8% | $2,736+221.1% | $4,662+88.4% |
| Participant deferral / active EE | $956 | $4,786-80.0% | $4,003-76.1% | $6,690-85.7% |
| Admin fee / account holder | $1,111 | $5,515-79.9% | $3,993-72.2% | $13,392-91.7% |