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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 | $88,545 | $58,311+51.9% | $81,882+8.1% | $80,959+9.4% |
| Participation rate | 87.1% | 63.5%+23.6pp | 72.4%+14.7pp | 67.7%+19.4pp |
| Annual return | 266.57% | 41.85%+224.7pp | 779.47%-512.9pp | 35.67%+230.9pp |
| Employer contribution / active EE | $9,373 | $2,347+299.4% | $2,916+221.4% | $2,757+239.9% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,468 | $4,752+57.1% | $7,360+1.5% | $6,925+7.8% |