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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 | $130,716 | $91,559+42.8% | $133,978-2.4% | $79,856+63.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 286.74% | 61.85%+224.9pp | 45.10%+241.6pp | 31.71%+255.0pp |
| Employer contribution / active EE | $9,143 | $2,384+283.5% | $3,919+133.3% | $2,471+270.0% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,277 | $6,321-16.5% | $8,930-40.9% | $5,306-0.5% |