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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 | $110,449 | $98,760+11.8% | $149,715-26.2% | $79,858+38.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 335.85% | 27.43%+308.4pp | 276.66%+59.2pp | 31.72%+304.1pp |
| Employer contribution / active EE | $9,999 | $3,217+210.8% | $4,645+115.3% | $2,471+304.7% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,780 | $6,053-4.5% | $9,310-37.9% | $5,306+8.9% |