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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 | $139,081 | $88,672+56.8% | $105,223+32.2% | $82,448+68.7% |
| Participation rate | 95.0% | 67.9%+27.1pp | 75.0%+20.0pp | 68.1%+26.9pp |
| Annual return | 529.11% | 30.86%+498.3pp | 180.65%+348.5pp | 41.64%+487.5pp |
| Employer contribution / active EE | $19,967 | $3,048+555.1% | $3,689+441.3% | $2,551+682.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,716 | $7,146-34.0% | $8,859-46.8% | $7,234-34.8% |