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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 | $107,000 | $58,726+82.2% | $142,898-25.1% | $85,847+24.6% |
| Participation rate | 98.5% | 58.5%+40.0pp | 72.0%+26.6pp | 69.3%+29.2pp |
| Annual return | 787.72% | 27.73%+760.0pp | 5639.64%-4851.9pp | 318.61%+469.1pp |
| Employer contribution / active EE | $8,047 | $1,424+465.3% | $4,146+94.1% | $2,565+213.7% |
| Participant deferral / active EE | $0 | $2,609-100.0% | $3,838-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,290 | $4,234-69.5% | $6,560-80.3% | $6,261-79.4% |