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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 | $78,660 | $65,364+20.3% | $92,909-15.3% | $72,975+7.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 394.40% | 42.11%+352.3pp | 109.44%+285.0pp | 81.01%+313.4pp |
| Employer contribution / active EE | $12,472 | $2,594+380.7% | $3,653+241.4% | $2,440+411.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,989 | $4,251+40.9% | $5,795+3.4% | $5,124+16.9% |