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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 | $235,638 | $81,476+189.2% | $102,383+130.2% | $80,925+191.2% |
| Participation rate | 87.8% | 66.8%+20.9pp | 74.5%+13.3pp | 67.7%+20.1pp |
| Annual return | 859.78% | 25.59%+834.2pp | 24.94%+834.8pp | 35.65%+824.1pp |
| Employer contribution / active EE | $32,827 | $3,105+957.3% | $3,870+748.2% | $2,756+1091.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,918 | $6,717-71.4% | $8,391-77.1% | $6,940-72.4% |