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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 | $81,457+184.2% | $103,378+123.9% | $80,911+186.1% |
| Participation rate | 96.7% | 66.8%+29.8pp | 74.5%+22.2pp | 67.6%+29.0pp |
| Annual return | 271.31% | 25.58%+245.7pp | 24.91%+246.4pp | 35.63%+235.7pp |
| Employer contribution / active EE | $30,257 | $3,107+873.7% | $3,870+681.8% | $2,756+997.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12,475 | $6,717+85.7% | $8,401+48.5% | $6,935+79.9% |