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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 | $120,889 | $76,551+57.9% | $123,894-2.4% | $62,881+92.2% |
| Participation rate | 97.7% | 73.0%+24.7pp | 81.4%+16.3pp | 69.3%+28.4pp |
| Annual return | 752.63% | 18.68%+734.0pp | 47.52%+705.1pp | 20.14%+732.5pp |
| Employer contribution / active EE | $10,351 | $2,882+259.1% | $4,617+124.2% | $2,281+353.8% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,616 | $4,826-4.3% | $8,357-44.8% | $4,296+7.5% |