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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 | $100,583 | $73,787+36.3% | $98,716+1.9% | $82,448+22.0% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 285.42% | 18.57%+266.9pp | 31.81%+253.6pp | 41.64%+243.8pp |
| Employer contribution / active EE | $16,583 | $1,511+997.3% | $2,279+627.8% | $2,551+550.1% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $32,209 | $6,500+395.5% | $8,703+270.1% | $7,234+345.2% |