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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 | $197,701 | $56,199+251.8% | $67,652+192.2% | $59,632+231.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 19.23% | 18505.31%-18486.1pp | 6625.04%-6605.8pp | 2041.32%-2022.1pp |
| Employer contribution / active EE | $5,129 | $1,614+217.7% | $2,266+126.4% | $2,203+132.8% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,716 | $3,958-56.6% | $4,821-64.4% | $4,297-60.1% |