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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 | $160,667 | $107,368+49.6% | $92,915+72.9% | $152,909+5.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 393.10% | 145.64%+247.5pp | 109.45%+283.7pp | 345.46%+47.6pp |
| Employer contribution / active EE | $8,556 | $4,222+102.6% | $3,653+134.2% | $4,764+79.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,151 | $7,082-55.5% | $5,796-45.6% | $11,601-72.8% |