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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 | $158,446 | $105,200+50.6% | $159,474-0.6% | $85,847+84.6% |
| Participation rate | 98.3% | 75.8%+22.6pp | 82.8%+15.5pp | 69.3%+29.0pp |
| Annual return | 41.12% | 45.08%-4.0pp | 263.68%-222.6pp | 318.61%-277.5pp |
| Employer contribution / active EE | $17,786 | $3,319+435.9% | $4,831+268.2% | $2,565+593.3% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,477 | $6,934-78.7% | $10,802-86.3% | $6,261-76.4% |