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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 | $162,146 | $88,672+82.9% | $105,223+54.1% | $82,448+96.7% |
| Participation rate | 91.3% | 67.9%+23.4pp | 75.0%+16.3pp | 68.1%+23.2pp |
| Annual return | 155.14% | 30.86%+124.3pp | 180.65%-25.5pp | 41.64%+113.5pp |
| Employer contribution / active EE | $22,084 | $3,048+624.5% | $3,689+498.7% | $2,551+765.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,141 | $7,146-70.0% | $8,859-75.8% | $7,234-70.4% |