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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 | $122,000 | $78,682+55.1% | $109,188+11.7% | $85,851+42.1% |
| Participation rate | 83.9% | 68.3%+15.6pp | 75.9%+8.0pp | 69.3%+14.5pp |
| Annual return | 287.63% | 25.09%+262.5pp | 25.76%+261.9pp | 318.63%-31.0pp |
| Employer contribution / active EE | $10,530 | $2,734+285.2% | $3,723+182.8% | $2,565+310.4% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,554 | $5,470-35.0% | $6,755-47.4% | $6,261-43.2% |