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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 | $87,059+167.1% | $105,608+120.2% | $80,925+187.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 4490.96% | 17.05%+4473.9pp | 116.50%+4374.5pp | 35.65%+4455.3pp |
| Employer contribution / active EE | $21,760 | $2,396+808.0% | $3,167+587.1% | $2,756+689.5% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $18,884 | $8,443+123.7% | $11,028+71.2% | $6,940+172.1% |