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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 | $116,339 | $67,602+72.1% | $82,312+41.3% | $70,126+65.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 360.46% | 21.57%+338.9pp | 25.88%+334.6pp | 73.15%+287.3pp |
| Employer contribution / active EE | $6,767 | $1,755+285.6% | $2,428+178.7% | $2,343+188.9% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,730 | $4,512-17.3% | $5,608-33.5% | $4,645-19.7% |