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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 | $73,013 | $57,305+27.4% | $86,640-15.7% | $75,173-2.9% |
| Participation rate | 96.0% | 63.2%+32.8pp | 71.7%+24.3pp | 67.2%+28.8pp |
| Annual return | 254.33% | 2674.24%-2419.9pp | 592.52%-338.2pp | 160.72%+93.6pp |
| Employer contribution / active EE | $6,371 | $2,316+175.1% | $3,024+110.7% | $2,671+138.5% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,434 | $4,116-65.2% | $5,616-74.5% | $5,651-74.6% |