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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 | $102,429+17.0% | $147,096-18.6% | $80,925+48.0% |
| Participation rate | 97.9% | 75.9%+22.1pp | 82.2%+15.7pp | 67.7%+30.3pp |
| Annual return | 187.78% | 135.02%+52.8pp | 419.75%-232.0pp | 35.65%+152.1pp |
| Employer contribution / active EE | $10,199 | $3,716+174.5% | $4,936+106.6% | $2,756+270.0% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,300 | $7,957-20.8% | $13,005-51.6% | $6,940-9.2% |