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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 | $214,583 | $102,422+109.5% | $147,117+45.9% | $80,959+165.1% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.7%+28.6pp |
| Annual return | 49.37% | 135.16%-85.8pp | 420.54%-371.2pp | 35.67%+13.7pp |
| Employer contribution / active EE | $23,787 | $3,717+539.9% | $4,932+382.2% | $2,757+762.7% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,920 | $7,953-0.4% | $12,993-39.0% | $6,925+14.4% |