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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 | $102,385+5.9% | $147,080-26.2% | $80,935+34.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 215.65% | 135.09%+80.6pp | 420.17%-204.5pp | 35.66%+180.0pp |
| Employer contribution / active EE | $15,075 | $3,717+305.6% | $4,933+205.6% | $2,757+446.9% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,563 | $7,951-4.9% | $12,989-41.8% | $6,924+9.2% |