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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 | $89,732 | $56,197+59.7% | $67,652+32.6% | $59,633+50.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 13.81% | 18508.10%-18494.3pp | 6625.40%-6611.6pp | 2041.45%-2027.6pp |
| Employer contribution / active EE | $15,625 | $1,615+867.7% | $2,266+589.7% | $2,203+609.4% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $902 | $3,958-77.2% | $4,821-81.3% | $4,297-79.0% |