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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 | $89,585 | $73,988+21.1% | $96,538-7.2% | $75,177+19.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 326.78% | 26.73%+300.1pp | 35.74%+291.0pp | 160.75%+166.0pp |
| Employer contribution / active EE | $18,140 | $2,930+519.0% | $3,740+385.0% | $2,671+579.1% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,262 | $5,220-56.7% | $6,737-66.4% | $5,651-60.0% |