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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 | $81,464 | $98,776-17.5% | $149,745-45.6% | $79,856+2.0% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.5%+10.9pp | 69.6%+23.7pp |
| Annual return | 149.84% | 27.38%+122.5pp | 276.72%-126.9pp | 31.71%+118.1pp |
| Employer contribution / active EE | $18,653 | $3,217+479.8% | $4,646+301.5% | $2,471+654.8% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $7,485 | $6,053+23.7% | $9,312-19.6% | $5,306+41.1% |