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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 | $99,651 | $148,629-33.0% | $135,982-26.7% | $139,487-28.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 432.93% | 79.33%+353.6pp | 68.32%+364.6pp | 373.84%+59.1pp |
| Employer contribution / active EE | $15,501 | $5,247+195.4% | $4,859+219.0% | $4,755+226.0% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,399 | $12,406-64.5% | $10,767-59.1% | $11,407-61.4% |