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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 | $89,259+55.8% | $107,187+29.8% | $82,637+68.3% |
| Participation rate | 95.0% | 67.9%+27.1pp | 75.0%+20.0pp | 68.1%+26.9pp |
| Annual return | 529.11% | 21.02%+508.1pp | 204.55%+324.6pp | 53.51%+475.6pp |
| Employer contribution / active EE | $19,967 | $3,080+548.3% | $3,782+427.9% | $2,552+682.4% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,716 | $7,381-36.1% | $9,162-48.5% | $7,339-35.7% |