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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 | $67,628 | $105,198-35.7% | $159,455-57.6% | $85,856-21.2% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.8%+15.7pp | 69.3%+29.2pp |
| Annual return | 49.56% | 45.08%+4.5pp | 263.63%-214.1pp | 318.58%-269.0pp |
| Employer contribution / active EE | $9,602 | $3,319+189.3% | $4,830+98.8% | $2,565+274.3% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,857 | $6,934-44.4% | $10,800-64.3% | $6,261-38.4% |