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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 | $160,040+31.5% | $147,096+43.0% | $145,877+44.2% |
| Participation rate | 95.5% | 84.0%+11.4pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 50.35% | 98.49%-48.1pp | 419.75%-369.4pp | 551.28%-500.9pp |
| Employer contribution / active EE | $30,891 | $5,289+484.0% | $4,936+525.8% | $4,663+562.5% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,794 | $15,050-61.5% | $13,005-55.5% | $13,402-56.8% |