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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 | $102,393-24.1% | $147,041-47.2% | $80,911-4.0% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 132.41% | 134.95%-2.5pp | 419.21%-286.8pp | 35.63%+96.8pp |
| Employer contribution / active EE | $20,524 | $3,715+452.4% | $4,935+315.9% | $2,756+644.7% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12,859 | $7,943+61.9% | $13,006-1.1% | $6,935+85.4% |