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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 | $153,194 | $73,988+107.1% | $96,538+58.7% | $75,177+103.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 341.47% | 26.73%+314.7pp | 35.74%+305.7pp | 160.75%+180.7pp |
| Employer contribution / active EE | $30,848 | $2,930+952.7% | $3,740+724.8% | $2,671+1054.9% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $15,071 | $5,220+188.7% | $6,737+123.7% | $5,651+166.7% |