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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 | $217,857 | $124,336+75.2% | $111,303+95.7% | $167,518+30.0% |
| Participation rate | 91.7% | 79.6%+12.0pp | 77.3%+14.4pp | 82.1%+9.6pp |
| Annual return | 140.03% | 37.45%+102.6pp | 54.66%+85.4pp | 478.71%-338.7pp |
| Employer contribution / active EE | $20,138 | $3,436+486.0% | $2,731+637.3% | $4,838+316.2% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $15,755 | $10,623+48.3% | $7,966+97.8% | $12,312+28.0% |