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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 | $72,403+90.7% | $67,524+104.4% | $145,978-5.4% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 68.95% | 7197.23%-7128.3pp | 3519.41%-3450.5pp | 550.52%-481.6pp |
| Employer contribution / active EE | $6,957 | $3,072+126.5% | $2,734+154.5% | $4,662+49.2% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,001-100.0% | $6,690-100.0% |
| Admin fee / account holder | $357 | $5,541-93.6% | $4,001-91.1% | $13,400-97.3% |