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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 | $77,667 | $102,422-24.2% | $147,117-47.2% | $80,959-4.1% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 132.41% | 135.16%-2.7pp | 420.54%-288.1pp | 35.67%+96.7pp |
| Employer contribution / active EE | $20,524 | $3,717+452.1% | $4,932+316.1% | $2,757+644.4% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $12,859 | $7,953+61.7% | $12,993-1.0% | $6,925+85.7% |