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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 | $149,032 | $88,672+68.1% | $105,223+41.6% | $82,448+80.8% |
| Participation rate | 80.0% | 67.9%+12.1pp | 75.0%+5.0pp | 68.1%+11.9pp |
| Annual return | 417.82% | 30.86%+387.0pp | 180.65%+237.2pp | 41.64%+376.2pp |
| Employer contribution / active EE | $9,532 | $3,048+212.7% | $3,689+158.4% | $2,551+273.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,621 | $7,146+6.7% | $8,859-14.0% | $7,234+5.3% |