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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 | $138,045 | $72,396+90.7% | $67,511+104.5% | $145,959-5.4% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 68.95% | 7194.07%-7125.1pp | 3517.41%-3448.5pp | 561.95%-493.0pp |
| Employer contribution / active EE | $6,957 | $3,071+126.6% | $2,733+154.6% | $4,661+49.3% |
| Participant deferral / active EE | $0 | $4,781-100.0% | $4,000-100.0% | $6,689-100.0% |
| Admin fee / account holder | $357 | $5,538-93.6% | $3,999-91.1% | $13,398-97.3% |