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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 | $151,818 | $67,602+124.6% | $82,312+84.4% | $70,126+116.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 1291.81% | 21.57%+1270.2pp | 25.88%+1265.9pp | 73.15%+1218.7pp |
| Employer contribution / active EE | $9,601 | $1,755+447.1% | $2,428+295.4% | $2,343+309.8% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,132 | $4,512-8.4% | $5,608-26.3% | $4,645-11.1% |