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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 | $108,476 | $102,422+5.9% | $147,117-26.3% | $80,959+34.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 215.65% | 135.16%+80.5pp | 420.54%-204.9pp | 35.67%+180.0pp |
| Employer contribution / active EE | $15,075 | $3,717+305.5% | $4,932+205.6% | $2,757+446.8% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,563 | $7,953-4.9% | $12,993-41.8% | $6,925+9.2% |