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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 | $121,642 | $98,776+23.1% | $149,745-18.8% | $79,856+52.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 449.04% | 27.38%+421.7pp | 276.72%+172.3pp | 31.71%+417.3pp |
| Employer contribution / active EE | $21,002 | $3,217+552.8% | $4,646+352.1% | $2,471+749.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,319 | $6,053-61.7% | $9,312-75.1% | $5,306-56.3% |