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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 | $58,327 | $89,370-34.7% | $141,197-58.7% | $72,976-20.1% |
| Participation rate | 98.7% | 75.1%+23.6pp | 82.5%+16.2pp | 69.5%+29.2pp |
| Annual return | 237.36% | 111.88%+125.5pp | 71.41%+166.0pp | 81.02%+156.3pp |
| Employer contribution / active EE | $8,355 | $3,115+168.2% | $4,736+76.4% | $2,440+242.4% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $507 | $5,957-91.5% | $10,265-95.1% | $5,124-90.1% |