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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 | $131,664 | $56,894+131.4% | $84,753+55.4% | $62,881+109.4% |
| Participation rate | 97.3% | 68.5%+28.7pp | 76.6%+20.7pp | 69.3%+28.0pp |
| Annual return | 1443.12% | 6.30%+1436.8pp | 22.78%+1420.3pp | 20.14%+1423.0pp |
| Employer contribution / active EE | $10,496 | $2,400+337.4% | $3,574+193.6% | $2,281+360.2% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $335 | $3,581-90.6% | $5,333-93.7% | $4,296-92.2% |