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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 | $150,772 | $72,426+108.2% | $67,560+123.2% | $145,897+3.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 35.43% | 7226.78%-7191.3pp | 3533.50%-3498.1pp | 552.29%-516.9pp |
| Employer contribution / active EE | $13,455 | $3,074+337.7% | $2,737+391.7% | $4,663+188.6% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,265 | $5,514-77.1% | $3,994-68.3% | $13,390-90.6% |