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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 | $174,905 | $124,175+40.9% | $108,405+61.3% | $167,553+4.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 39.41% | 1380.13%-1340.7pp | 905.55%-866.1pp | 478.89%-439.5pp |
| Employer contribution / active EE | $19,506 | $4,188+365.8% | $3,559+448.1% | $4,840+303.0% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,823 | $9,457-59.6% | $7,297-47.6% | $12,316-69.0% |