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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 | $76,921 | $72,465+6.1% | $67,575+13.8% | $145,884-47.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.81% | 7222.56%-7205.7pp | 3528.98%-3512.2pp | 551.85%-535.0pp |
| Employer contribution / active EE | $1,690 | $3,074-45.0% | $2,736-38.2% | $4,662-63.8% |
| Participant deferral / active EE | $1,834 | $4,786-61.7% | $4,003-54.2% | $6,690-72.6% |
| Admin fee / account holder | $633 | $5,515-88.5% | $3,993-84.1% | $13,392-95.3% |