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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 | $120,165 | $67,372+78.4% | $60,906+97.3% | $134,532-10.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 300.74% | 50.05%+250.7pp | 16.94%+283.8pp | 418.27%-117.5pp |
| Employer contribution / active EE | $9,324 | $3,099+200.8% | $2,703+244.9% | $4,741+96.7% |
| Participant deferral / active EE | $16,029 | $4,532+253.7% | $3,814+320.3% | $6,401+150.4% |
| Admin fee / account holder | $401 | $4,588-91.3% | $3,227-87.6% | $11,429-96.5% |