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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 | $96,580 | $89,367+8.1% | $141,191-31.6% | $72,975+32.3% |
| Participation rate | 75.6% | 75.1%+0.5pp | 82.5%-6.9pp | 69.5%+6.1pp |
| Annual return | 555.72% | 111.87%+443.9pp | 71.41%+484.3pp | 81.01%+474.7pp |
| Employer contribution / active EE | $20,151 | $3,115+546.9% | $4,736+325.5% | $2,440+725.8% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $11,447 | $5,957+92.2% | $10,264+11.5% | $5,124+123.4% |