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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 | $231,489 | $81,446+184.2% | $103,374+123.9% | $80,874+186.2% |
| Participation rate | 96.7% | 66.9%+29.8pp | 74.5%+22.2pp | 67.6%+29.0pp |
| Annual return | 271.31% | 25.57%+245.7pp | 24.89%+246.4pp | 35.62%+235.7pp |
| Employer contribution / active EE | $30,257 | $3,107+873.8% | $3,869+682.0% | $2,756+998.0% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12,475 | $6,715+85.8% | $8,394+48.6% | $6,935+79.9% |