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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 | $151,348 | $110,551+36.9% | $80,741+87.5% | $167,518-9.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 401.42% | 120.57%+280.9pp | 87.30%+314.1pp | 478.71%-77.3pp |
| Employer contribution / active EE | $6,437 | $1,543+317.2% | $1,160+454.8% | $4,838+33.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,821 | $4,547+6.0% | $3,380+42.6% | $12,312-60.8% |