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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 | $119,793 | $102,422+17.0% | $147,117-18.6% | $80,959+48.0% |
| Participation rate | 97.9% | 75.9%+22.0pp | 82.2%+15.7pp | 67.7%+30.2pp |
| Annual return | 187.78% | 135.16%+52.6pp | 420.54%-232.8pp | 35.67%+152.1pp |
| Employer contribution / active EE | $10,199 | $3,717+174.4% | $4,932+106.8% | $2,757+269.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,300 | $7,953-20.8% | $12,993-51.5% | $6,925-9.0% |