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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 | $81,487+184.1% | $102,412+126.0% | $80,935+186.0% |
| Participation rate | 96.7% | 66.8%+29.8pp | 74.5%+22.2pp | 67.7%+29.0pp |
| Annual return | 271.31% | 25.60%+245.7pp | 24.94%+246.4pp | 35.66%+235.6pp |
| Employer contribution / active EE | $30,257 | $3,103+875.1% | $3,870+681.9% | $2,757+997.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,475 | $6,717+85.7% | $8,388+48.7% | $6,924+80.2% |