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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 | $168,722 | $106,524+58.4% | $152,301+10.8% | $87,485+92.9% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.4%+9.4pp | 68.9%+23.0pp |
| Annual return | 563.53% | 26.89%+536.6pp | 80.50%+483.0pp | 26.06%+537.5pp |
| Employer contribution / active EE | $7,552 | $3,371+124.0% | $4,624+63.3% | $2,596+190.9% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,161 | $8,287-13.6% | $14,398-50.3% | $7,775-7.9% |