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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 | $210,385 | $160,070+31.4% | $147,117+43.0% | $145,897+44.2% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.1pp |
| Annual return | 50.35% | 98.69%-48.3pp | 420.54%-370.2pp | 552.29%-501.9pp |
| Employer contribution / active EE | $30,891 | $5,285+484.6% | $4,932+526.3% | $4,663+562.5% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,794 | $15,035-61.5% | $12,993-55.4% | $13,390-56.7% |