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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 | $111,000 | $85,766+29.4% | $136,297-18.6% | $70,124+58.3% |
| Participation rate | 93.3% | 74.2%+19.2pp | 81.9%+11.4pp | 69.5%+23.8pp |
| Annual return | 122.75% | 31.45%+91.3pp | 5156.19%-5033.4pp | 73.14%+49.6pp |
| Employer contribution / active EE | $13,756 | $2,966+363.8% | $4,696+193.0% | $2,342+487.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,848 | $5,420+26.3% | $9,244-25.9% | $4,645+47.4% |