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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 | $106,687 | $78,520+35.9% | $96,576+10.5% | $82,448+29.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 3770.61% | 41.30%+3729.3pp | 38.47%+3732.1pp | 41.64%+3729.0pp |
| Employer contribution / active EE | $24,350 | $2,630+826.0% | $3,553+585.3% | $2,551+854.6% |
| Participant deferral / active EE | $0 | $6,754-100.0% | $7,956-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,750 | $13,455-27.5% | $11,381-14.3% | $7,234+34.8% |