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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 | $180,993 | $29,667+510.1% | $56,441+220.7% | $80,874+123.8% |
| Participation rate | 91.2% | 41.7%+49.5pp | 52.5%+38.7pp | 67.6%+23.5pp |
| Annual return | 1060.79% | 35.22%+1025.6pp | 1704.21%-643.4pp | 35.62%+1025.2pp |
| Employer contribution / active EE | $47,522 | $669+6999.4% | $1,039+4473.4% | $2,756+1624.5% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,953-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,600 | $2,429+171.7% | $2,829+133.3% | $6,935-4.8% |