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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 | $29,716+509.1% | $56,077+222.8% | $80,925+123.7% |
| Participation rate | 91.2% | 41.7%+49.5pp | 52.5%+38.7pp | 67.7%+23.5pp |
| Annual return | 1060.79% | 35.30%+1025.5pp | 1709.28%-648.5pp | 35.65%+1025.1pp |
| Employer contribution / active EE | $47,522 | $671+6982.1% | $1,040+4467.9% | $2,756+1624.2% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,600 | $2,432+171.4% | $2,825+133.6% | $6,940-4.9% |