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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 | $209,488 | $73,988+183.1% | $96,538+117.0% | $75,177+178.7% |
| Participation rate | 97.3% | 66.4%+30.9pp | 74.3%+22.9pp | 67.2%+30.1pp |
| Annual return | 507.65% | 26.73%+480.9pp | 35.74%+471.9pp | 160.75%+346.9pp |
| Employer contribution / active EE | $35,061 | $2,930+1096.5% | $3,740+837.4% | $2,671+1212.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $18,363 | $5,220+251.8% | $6,737+172.6% | $5,651+224.9% |