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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 | $89,259+81.7% | $107,187+51.3% | $82,637+96.2% |
| Participation rate | 91.3% | 67.9%+23.4pp | 75.0%+16.3pp | 68.1%+23.2pp |
| Annual return | 155.14% | 21.02%+134.1pp | 204.55%-49.4pp | 53.51%+101.6pp |
| Employer contribution / active EE | $22,084 | $3,080+617.0% | $3,782+483.9% | $2,552+765.3% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,141 | $7,381-71.0% | $9,162-76.6% | $7,339-70.8% |