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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 | $106,749+58.1% | $145,433+16.0% | $82,448+104.6% |
| Participation rate | 91.9% | 75.6%+16.2pp | 82.1%+9.8pp | 68.1%+23.8pp |
| Annual return | 563.53% | 27.59%+535.9pp | 66.58%+496.9pp | 41.64%+521.9pp |
| Employer contribution / active EE | $7,552 | $3,444+119.3% | $4,554+65.8% | $2,551+196.1% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,161 | $8,390-14.6% | $13,129-45.5% | $7,234-1.0% |