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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 | $119,661 | $104,479+14.5% | $159,474-25.0% | $79,391+50.7% |
| Participation rate | 99.0% | 76.6%+22.4pp | 82.8%+16.2pp | 70.7%+28.3pp |
| Annual return | 419.67% | 67.98%+351.7pp | 263.68%+156.0pp | 116.88%+302.8pp |
| Employer contribution / active EE | $9,447 | $3,417+176.5% | $4,831+95.6% | $2,428+289.1% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $2,806 | $711+294.5% | $10,802-74.0% | $627+347.8% |