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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 | $102,429-24.2% | $147,096-47.2% | $80,925-4.0% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 132.41% | 135.02%-2.6pp | 419.75%-287.3pp | 35.65%+96.8pp |
| Employer contribution / active EE | $20,524 | $3,716+452.4% | $4,936+315.8% | $2,756+644.6% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,859 | $7,957+61.6% | $13,005-1.1% | $6,940+85.3% |