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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 | $154,417 | $93,598+65.0% | $135,974+13.6% | $75,173+105.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 1401.85% | 30.89%+1371.0pp | 68.30%+1333.5pp | 160.72%+1241.1pp |
| Employer contribution / active EE | $13,271 | $3,538+275.1% | $4,859+173.1% | $2,671+396.9% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,269 | $6,978-24.5% | $10,767-51.1% | $5,651-6.8% |