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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 | $175,388 | $56,197+212.1% | $67,652+159.3% | $59,633+194.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 24.20% | 18508.10%-18483.9pp | 6625.40%-6601.2pp | 2041.45%-2017.2pp |
| Employer contribution / active EE | $5,000 | $1,615+209.7% | $2,266+120.7% | $2,203+127.0% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,579 | $3,958-9.6% | $4,821-25.7% | $4,297-16.7% |