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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 | $98,760+23.2% | $149,715-18.8% | $79,858+52.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 449.04% | 27.43%+421.6pp | 276.66%+172.4pp | 31.72%+417.3pp |
| Employer contribution / active EE | $21,002 | $3,217+552.9% | $4,645+352.2% | $2,471+750.0% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,319 | $6,053-61.7% | $9,310-75.1% | $5,306-56.3% |