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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 | $138,134 | $105,198+31.3% | $159,455-13.4% | $85,856+60.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 115.42% | 45.08%+70.3pp | 263.63%-148.2pp | 318.58%-203.2pp |
| Employer contribution / active EE | $4,918 | $3,319+48.2% | $4,830+1.8% | $2,565+91.7% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,918 | $6,934-72.3% | $10,800-82.2% | $6,261-69.4% |