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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 | $93,639 | $73,988+26.6% | $96,538-3.0% | $75,177+24.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 371.40% | 26.73%+344.7pp | 35.74%+335.7pp | 160.75%+210.6pp |
| Employer contribution / active EE | $11,412 | $2,930+289.5% | $3,740+205.1% | $2,671+327.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,894 | $5,220-6.2% | $6,737-27.4% | $5,651-13.4% |