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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 | $86,027 | $102,429-16.0% | $147,096-41.5% | $80,925+6.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 1002.36% | 135.02%+867.3pp | 419.75%+582.6pp | 35.65%+966.7pp |
| Employer contribution / active EE | $12,843 | $3,716+245.7% | $4,936+160.2% | $2,756+366.0% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,906 | $7,957-38.3% | $13,005-62.3% | $6,940-29.3% |