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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 | $232,548 | $87,132+166.9% | $105,624+120.2% | $80,959+187.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 4490.96% | 17.03%+4473.9pp | 116.20%+4374.8pp | 35.67%+4455.3pp |
| Employer contribution / active EE | $21,760 | $2,397+807.9% | $3,168+586.9% | $2,757+689.2% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $18,884 | $8,449+123.5% | $10,961+72.3% | $6,925+172.7% |